Contacts - Boards
Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!
Contacts - Exporting/Downloading Contact Data
![](https://a-us.storyblok.com/f/1001647/2671x1507/08b266421d/62a3756482ac3805f46f9efe_contacts-exporting-your-list.png)
Download your contact data from your email provider or CRM. This is the first step towards gathering existing contacts for use in your ConveYour Program
Contacts - Prepare Your Data for Import Into ConveYour
![](https://a-us.storyblok.com/f/1001647/2671x1507/c7ed789986/629e72bab7048f23e6eed3cf_contacts-prep-data.png)
After you have exported your contact data into a .CSV spreadsheet, prepare it for import into ConveYour. This ensures a smooth import of learner information.
Contacts - Uploading Contact Data to ConveYour
![](https://a-us.storyblok.com/f/1001647/1282x723/b465815d5a/62a375b9843a227f88c005ba_step3-import-contacts.jpeg)
Don't start from scratch! Upload your existing contact list to ConveYour. Upload .csv's, set data types, and skip unneeded info.
Contacts - Add a Single Contact
![](https://a-us.storyblok.com/f/1001647/1282x723/2f1bc2970a/62210e06d384421eff1be7c8_adding-single-contact.jpeg)
How to simply add one contact in ConveYour as well as a quick look at the features available when you do so. Send messages, set tasks, and more!
Contacts - Boards
![](https://a-us.storyblok.com/f/1001647/1282x723/3d9978fd6f/62210d710dbcc00de1c0b6c1_contact-boards.jpeg)
Use ConveYour Contact Boards to track process within your organization. Great for sales funnels, employee onboarding, status and location of reps and more!