Testing
- 03 Oct 2024
- 1 Minute to read
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Testing
- Updated on 03 Oct 2024
- 1 Minute to read
- Print
- DarkLight
- PDF
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How to Create a Custom Contact Type for Merryvale Winery
1. Click "Contact Types"
2. Click "Add a Contact Type"
3. Click the "Contact Type" field.
4. Type "Meena's List To Call"
5. Click "Is Deletable?"
6. Click "Save"
7. Click "Meena's List To Call"
8. Click here.
9. Click "Settings"
10. Click "Import/Export"
11. Click "Customer Importer"
12. Click "Download Sample File"
13. Click the Choose File.
14. Click this dropdown.
15. Select Dont Overwrite Data
16. Click Import
17. Click "Contacts"
18. Click "List Builder"
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