https://helpdeskds.wpengine.com/ds-agentreach/how-when-are-contacts-added-to-your-account/
New contacts are added to your account when:
- …they register as a Visitor to dsSearchAgent IDX.
- …they fill out a contact form on the dsSearchAgent IDX.
- …they fill out a form in the dsAgentReach Form Builder.
Additionally, contacts can be added by:
- …importing them via a CSV file (Read: How To Import Contacts Into Your dsAgentReach Contact List).
- …adding them manually by clicking into a Tag or a Group and on the right-hand side below the “Quick Search”, you can add their name and email then click “more” to add more or “done” to add the contact to be edited later.
Article published on Diverse Solutions Help Desk - https://helpdeskds.wpengine.com