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".

5.  Review your Contact Details for accuracy, and click "Save".

6.  New Contact Info is added!

6.  New Contact Info 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.