Overview
Contacts are created when any Profyle within your account completes an Introduction. This information is available to the Profyle owner and all portal admins.
Access all Contacts within your account by select “Contacts” from the left-hand menu:
Click on any row in the table to view more information on the contact:
Tracking follow-ups
Each contact has a follow-up status designed to make it easy to remember if a contact has been followed up with or not. This status is visible within the table and within the detail view. When a contact is in “Pending” status, you can mark it as followed-up by clicking the button:
Please note that it is generally the contact owner (the Profyle that created the contact) that will change this status through their own Profyle account, or by clicking on a link in their weekly introductions reminder email.
Downloading contact data
Contact data for your organisation can be downloaded from the full contact view (by clicking “Contacts” in the left-hand menu) or just for an individual Profyle by viewing the Introductions for a single Profyle. To export this data as a CSV, click the “Export CSV” button at the top right of the table.
More information
For more information on Introductions, please see:
