Learn how to easily add contacts to your CallingPost account one at a time. This method is perfect for adding single contacts or small groups directly into the system.
To get started:
Go to Groups & Contacts in the main CallingPost dashboard.
Choose one of these options:
Create New Group: If you are adding contacts to a new group.
Existing Group > Add Contacts: If you want to add contacts to an existing group, select the group and then click Add Contacts. [Image showing the "Groups & Contacts" tab highlighted and the "Add Contacts" button in an existing group.]
Click Add Manually.
Enter the contact information in the provided fields:
First Name: (Required)
Last Name: (Required)
Phone Number: (Required)
Email Address: (Optional)
Click Save Contact(s) to add the entered information.
To add more contacts, click Add New Contacts and repeat steps 4 and 5.
Important: For optimal performance and to avoid timeouts, it is recommended to add contacts in batches of 10 or fewer at a time. While you can add more (2, 3, 4, 5, 10, 15, 20, or 25 at once are options), smaller batches help the system process the information efficiently.
Return to Adding Contacts to Your Group: "Adding Contacts to Your Group"