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  2. Contact & Contact Groups

Managing Contacts

This section describes how to maintain contacts and the numerous activities that may be performed on them.
Contact Profile
How to Add and Remove Contact Groups From a Contact
How to Add and Edit Contacts
How to Block or Unblock Contacts
Resending a Verification or Invitation Email to Contact
Manually Verifying an Unverified Contact
How to Delete and Restore a Contact
How to Convert a Contact to Agent
How to Add a Note Message to a Contact or Contact Group Record
How to Merge Contact
How to Permanently Delete a Contact
How to Attach a File to Contact
How to Add an External Website Link to a Contact
How to Export Contacts from the Agent Portal
How can a new contact or customer account be created without an email address
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