How to manage contacts in Aardvark CRM

The Aardvark contact manager allows you to manage emails, names, and phone numbers of contacts in your database. This is a simple way of ensuring that your email calendar invites can link up to a phone number. You can add contacts manually through the add contact button or upload a CSV of users. The CSV must contain exactly company, first, last, email, phone columns.

Add a contact

You can add contacts manually through the add contact button or upload a CSV of users. The CSV must contain exactly company, first, last, email, phone columns. Screen Shot 2022-12-04 at 6.01.51 PM

Delete a contact

Delete a contact by selecting the checkbox next to your contact and select the delete contact button Screen Shot 2022-12-04 at 6.09.17 PM

Edit a contact

Edit a contact by clicking anywhere in the contact row and a modal will appear with the fields to add/change Screen Shot 2022-12-04 at 6.10.53 PM