Contacts

Contacts Overview
The Contacts menu allows users to create, edit and delete Contacts within Devensoft.  This of course is contingent upon one's permission. Please note th...
Sun, Jan 22, 2023 at 11:22 PM
Importing MS Outlook Contacts
Adding MS Outlook Contacts to Devensoft is a 2-Step process. The first step is to export the MS Contacts to a file.  The second step is to download the Defa...
Sun, Jan 22, 2023 at 11:22 PM
How Do I Link a User or a Contact to a Deal?
To link a User or a Contact to a Target or Integration, the user must add them to the Team by using the Link feature.  To do this: Open the Target or I...
Fri, Apr 1, 2022 at 10:17 AM
"Affiliation" Error During Contacts Import
When I try to import Contacts I receive the below error.  Why?   The reason for this is due to the Organization's name (Affiliation) column being...
Mon, Jan 23, 2023 at 8:56 AM
How Do I Export Contacts?
To export Contacts is performed from the Admin Menu.  To do so, please follow the below steps:   From the Menu Bar, click on the Admin menu. Select Impo...
Mon, Dec 28, 2020 at 10:12 AM
How Do I Add a Contact?
A Contact within the Devensoft platform can be internal to your organization or external. Contacts can be created in the following ways:  By the Admin...
Sun, Jan 22, 2023 at 11:19 PM