Onboarding Contacts

    

Contacts are everyone outside your organisation — foremen, clinics, suppliers, and specialists. Storing them here keeps details at your fingertips so you’re not scrambling for info.

This guide covers:

  • Understanding who belongs in Contacts
  • Downloading and filling the template
  • Completing mandatory fields and using drop-downs
  • Uploading, passing checks, and fixing errors
  • Finding imported Contacts under the All People tab

Start confidently and get results fast.