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.
Delete a contact
Delete a contact by selecting the checkbox next to your contact and select the delete contact button
Edit a contact
Edit a contact by clicking anywhere in the contact row and a modal will appear with the fields to add/change