CoachVantage encourages and supports the growth of your business. There's no limit to the number of contacts that you can add to your account, for all plans!
Here's how to add a contact:
CoachVantage functions as a simple CRM tool so you can choose to add more than just your current clients as contacts to your CoachVantage account. By default, there are 4 contact types that you can select from: "Current Client", "Hot Lead", "Past Client" and "Prospect".
Additionally, you can add your own custom contact type by clicking on the Contact Type bar, type in whatever you want, such as "Referral", etc, then hit Enter. The custom type that you have added will be saved for that contact. You will also be able to use it for other contacts as well, if you wish to, by selecting it from the Contact Type drop down field.
Note: You will not be able to remove a custom contact type once you've added it.
Adding a contact type to a contact's profile is useful so that you can filter search for different categories of contacts on the Contacts main page.
Your Dashboard also provides a donut chart showing the breakdown of your contacts by contact type.
You can send a Client Portal Invite by checking the 'Send Client Portal Invite' checkbox. Alternatively, leave the box unchecked if you don't wish to send a client portal email invite at this time. You can always send them the email invite later.
Lastly, select "Add" and the contact should now appear in your Contacts page, in the 'Active' tab.
See also 'Archived' Contacts article to learn how to archive a contact.
If you have a pre-existing list of contacts, we understand it may be tedious to apply the method described above to add contacts one at a time.
IMPORTANT: It is very important that you don't change the File Name or Header Names in the file.
6. Remember to save the file to your PC once you're done.
7. Click the 'Upload File' button on the Import Contacts window in the CoachVantage application.
8. Select the contacts_template.csv file that you had populated and saved to your PC.
Finally, click the 'Confirm' button on the window.
Your Contacts should now be imported and saved to your account. If you do not see it updated, check if you might have accidentally changed the file name or header names of the csv file.