Go to app.topline.com
1. Click "Contacts"
Navigate to the Contacts section on the left side menu.
2. Click +
Click on the + icon to add a new contact.
3. Add Contact
A pop up window will appear with all the fields needed to add a contact.
4. Personal Logo
To easily distinguish between contacts, you can upload their business logo. This is especially helpful if you have multiple clients with the same name. The recommended size for the logo is 512x512 pixels and should be no larger than 2.5 MB.
5. Add "First Name" and "Last Name"
Input the contact's first and last name in the empty fields.
6. Add "Email"
Input the contact's email address in this field.
7. Add "Phone"
Enter the phone number for the contact.
8. Select Phone Type
Choose the phone type from the options.
9. Contact Type
When categorizing your contacts, you have the option to move them to either the “Lead” or “Customer” category.
10. Choose "Time Zone"
Selecting the appropriate time zone for your contact can help you and your team know the best time to reach out to them.
11. Select Channels
In order to avoid interrupting your contacts during times they may not be available, you can enable the "Do Not Disturb" notification which can be applied to all social channels or specific channels associated with the contact.
12. Click "Save"
Click on the designated button to save the contact.
13. Contact Added
Once saved, you can visualize the contact information.
