Contacts - Exporting/Downloading Contact Data

Download your contact data from your email provider or CRM. This is the first step towards gathering existing contacts for use in your ConveYour Program

After you have exported your contact data into a .CSV spreadsheet, prepare it for import into ConveYour. This ensures a smooth import of learner information.

Don't start from scratch! Upload your existing contact list to ConveYour. Upload .csv's, set data types, and skip unneeded info.

How to simply add one contact in ConveYour as well as a quick look at the features available when you do so. Send messages, set tasks, and more!

This walkthrough video answers the questions: "How do I view my org tree?", "How do I view my org chart?", and "How do I see a view of my related contacts?"

This walkthrough video answers the questions: "How do I add a contact?", "How do I add a single contact?", and "How do I add one contact?"

This walkthrough video answers the questions: "How do I import a list of contacts?", and "How do I add multiple contacts at once?"

This walkthrough video answers the questions: "How do I update a contact?", "How do I change a contact's status?", and "How do I edit a contact's information?"

This walkthrough video answers the questions: "How do I find a contact?", "How do I contacts?", and "Is there a way to search for people?"

This walkthrough video answers the questions: "How do I send SMS texts to a contact?", "How do I send SMS texts to all my contacts?", and "How do send texts?"

This walkthrough video answers the questions: "How do I send emails to a contact?", "How do I send emails to all my contacts?", and "How do mass send emails?"

This walkthrough video answers the questions: "How do I see my conversation with a contact?", "How do I see replies?", and "How do I know who responds?"

This walkthrough video answers the questions: "How do I view a contact portal?", "How do I see what my contacts see in their portal?", and "How do I view the learner interaction?"

This walkthrough video answers the questions: "How do I archive a contact?", "How do I archive contacts?", and "How do I unarchive a contact?"

This walkthrough video answers the questions: "How do I find archived contacts?", and "How do view archived contacts?"

This walkthrough video answers the questions: "How to delete contacts?" or "How to delete a contact?"

This walkthrough video answers the questions: "How to create a board?", "How do I use boards?" and "How do I set up boards?"

How do I set up fields for my org chart? How come I cannot see a Relationship Type on Contact Relationships? I get a message saying there is no relationship type in Contact Relationships.

This walkthrough answers the questions: How do I set downlines? How do I set my org structure? Where do I set up my org chart? How do I find who recruited whom?

Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!