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  1. Grow in Cloud
  2. Contacts

Contacts

Creating and Managing Contacts in Grow in Cloud

Manage

  • How do I assign a contact to staff member?
  • How do I edit an existing contact details?
  • How do I send a Client Site link to a new client?
  • How can I view a list of all existing contacts?
  • How can my client access the client site?
  • Would my client need a passcode to enter the Client Site?

Create

  • How do I create a new contact?
  • How can I import contacts into Grow in Cloud?
  • How can I export contacts from Grow in Client?
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