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Managing Contacts in Plans

To effectively manage external and internal contacts in Plans by importing contacts, adding new contacts, assigning roles, and selecting service providers.

How do you add and manage contacts in a plan?

To add contacts to a plan, import external contacts via an Excel or CSV file or add them manually, then assign each contact a role from the Service Provider list. Internal contacts are added by selecting existing system users. Follow the key steps below for both contact types.

Key steps

  1. External Contacts:
    • Import contacts through an Excel file by dragging and dropping it in or download a sample CSV file for guidance.
    • Press "Save and Close" after importing contacts or press "Plus Add Plan Contact" to add a new contact.
    • Assign a role to the contact and select from the Service Provider list or add a new one.
  2. Internal Contacts:
    • Add internal contacts by selecting users from the system.
    • Click Add All Users to add every user in the system at once, if necessary.

Cautionary notes

  • Ensure that the Excel file format is compatible with the system for successful contact import.
  • Verify the roles assigned to contacts for accurate communication and task delegation.

Tips for efficiency

  • Keep a record of the contacts being imported for future reference.
  • Regularly update internal contacts list to reflect any changes in the team structure or personnel.

Watch a video demonstration: