On Cloud, a "Contact" is an individual or organization that serves as the representative for an account. For example, a General Manager or Site Supervisor who monitors the projects executed and service fulfillment requests for the account owner.
You can add contacts to Cloud from an existing database or application where you are maintaining them.
You will need the "Create and manage contacts" permission, or you should be a member of a group that has it, to add contacts to Cloud.
There are three ways to add contacts to Cloud.
#1 Import along with accounts
Here, you can import contacts along with the accounts by using the CSV Import functionality available on Cloud. You will need a CSV file containing the accounts and contacts. Cloud lets you map the columns in the CSV file to the columns on Cloud. Once the accounts and their contacts are successfully mapped, they are imported into Cloud.
Check out this article for more details.
#2 Import via a CSV file
You can import contacts only from a CSV file.
To import contacts via a CSV file:
1/ Go to "Accounts > Contacts" in the left navigation menu.
2/ Click "Import/Export" in the top-right corner.
3/ In the modal, click "Import account only" as needed, and click "Next."
4/ If you need the sample CSV to fill in the contact details, click "Download sample file."
5/ Once you add contact details in the CSV file, click "Browse," browse to the file, and click "Next."
6/ In the "Map Columns" section, you can map the contact columns in the CSV file with the Cloud columns.
If you are using the sample file downloaded from Cloud, you don't need to do anything.
7/ Click "Next."
8/ In the "Review" section, you can review the contacts.
You will see 3 tabs:
Existing contacts - in this tab, you will see contacts whose names already exist on Cloud. You can either delete the contacts from the import or retain them if you are importing to update any of their details.
New contacts - in this tab, you can retain the new contacts or map them to existing ones by clicking the "+" button next to the contact row.
Contacts without name - in this tab, you can map the contact to an existing one or add the name to the CSV and restart the import.
9/ Click "Next."
10/ Click "Import," and the contact data in the CSV is imported to Cloud.
Click the "Download" icon in the "Invalid contacts" tile to download the details of the contacts that could not be imported so that you can import them again.
11/ Click "Done."
Once the contacts are imported, you can assign them to the relevant account.
Check out this section of this article for more details.
#3 Add manually, one by one
To add a contact:
1/ Go to "Accounts > Contacts" in the left navigation menu.
2/ Click "Add contact" in the top-right corner.
3/ In the modal, enter the details of the contact.
4/ Click one of the following:
Create - this will create the contact and close the modal.
Create and new contact - this will create the contact and retain the modal so you can create another contact.
Once the contact is added, you can assign it to the relevant account.