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Adding Contacts in Bulk
Under “People”, click “Contacts” Click “Import” to open a pop-up Click to download the XLSX file Fill the XLSX sheet Upload the XLSX Choose desired “Import Settings” in the lower left corner, then click “Continue” Review the data and click “Continue” ...
Editing Individual Contacts
Click “Contacts” Use the search bar to locate the contact to be edited. Click pen (Edit) on the line of the desired contact. Complete necessary edits. Click “Ok” to save.
Adding Accounts to Dashboard for Existing Contacts
Select "+New" near right-hand side. You will see a list of all Contacts that do not yet have dashboard accounts. Check box to the right of each contact you want to add. Click “Continue” near lower left. Select Account Type for each user or click ...
Exporting Form Responses
Click the View "Responses" button to the right of the form Click "Export"
Exporting Form Responses from the Dashboard - 2022
From the Dashboard: Step 1: Click "Features" Step 2: Select "Forms" Step 3: Click the "Square Box" to view submissions Step 4: Click "Export to CSV" Step 5: An excel spreadsheet is downloaded to ...