Managing your Contacts

What is a contact?

Contacts are people who have been added to your Unstack CRM through either an Unstack native form, Klaviyo embedded Form, HubSpot embedded form, or API integration.

Editing a contact

Step one:

Click on the Contacts tab under the "Customers" section.

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Step Two:

Click on the contact you are wanting to edit, it will open that specific contacts customer page.

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Step Three:

Click on the pencil icon in the top right to edit the contact.

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In the settings you have the ability to update any details you would like, make sure to click "Update contact button" to save any changes you make.

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Deleting a contact

In order to delete a contact, click on the "delete this contact" option underneath the "Update contact" button.

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