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.


Step Two:

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


Step Three:

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


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.


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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