How do I add or edit contacts?

Click the Overproof icon on the left hand navigation, then click people, and select Contacts. 

The contacts page includes all company contacts and their associated information. 
Search for contacts using name or keywords by using the search bar at the top of the page.

Click Export to CSV to export the contact list. 

To bulk upload contacts, click Upload. This will download a template that you can complete with directions on how to upload multiple contacts.

TIP: Contacts are continuously added to your contacts page as field users visit accounts and complete activities in the app.