Rocket Matter Knowledge Base ContactsHow to use Copy2Contact.

How to use Copy2Contact.

The Copy2Contact widget lets you quickly capture Contact Info from a document, email signature, web directory, or any place you can copy/paste  or drag/drop relevant contact info.

1.  Click '+ Add New'.

1.  Click "+ Add New".

2.  Select 'Contact'.

2.  Select "Contact".

2.  Select contact info from an external source.  Copy the info, or select it to 'drag-and-drop'.  

2.  Select contact info from an external source.  Copy the info, or select it to "drag-and-drop".  

3.  Click Copy2Contact, and then Copy/Paste info  -or-  Drag-and-Drop data into Copy2Contact. Click Go.

3.  Click Copy2Contact, and then Copy/Paste info  -or-  Drag-and-Drop data into Copy2Contact.  Click Go >.

5.  Review your Contact details for accuracy, and click 'Save'.

6.  New Contact Information is added!

Also view:

How to add a Contact

How to edit a Contact

How to delete a Contact

 

Need more help?

Contact our Award-Winning Product Specialists at (888) 432-1529 or support@rocketmatter.com.