Contacts captured by your team land in a shared company contact list, where admins can view, export, and manage them alongside everyone's personal contacts.
Viewing your team's contacts
Log in to the dashboard via a computer or tablet browser.
Select the Contacts tab in the left-hand menu.
Team contacts appear in the All company contacts tab. Your own contacts are in the My contacts tab.
Sharing a personal contact with your team
Team members can share their personal contacts with the team in two ways.
Via the Blinq app
Tap the three vertical dots to the right of a contact.
Tap Share contact with your company, or your company's workspace on iPhone.
Select your company name.
Via the dashboard
Select the contact.
Select Share with at the top right of the screen.
Select your company name.
Note: Sharing a contact creates a one-time snapshot, not a live link. If you edit your personal copy afterward, those changes won't appear in the shared team contact record or in any CRM export.
Leads that aren't in All company contacts
If leads you captured at an event aren't showing in All company contacts, they were saved as personal contacts. This happens when a lead is captured without a workspace card, or on a personal card. Look in My contacts — if they're there, share them with your workspace using the steps above and they'll flow into your campaign and your CRM.
Before you share: sharing creates a one-time snapshot. Finish adding notes, tags and qualifier answers to your personal copy first, because anything you change after sharing won't reach the workspace record or your CRM.
Exporting contacts
You can bulk export contacts to CSV, HubSpot, Salesforce, or Zapier if you've set up an integration with any of those services. Select Export contacts at the top right of the screen and choose your export method.
To export an individual contact to your CRM, select the contact, then select Export to at the top right of the screen and choose your CRM.
Deleting contacts and adding notes
Select a contact and use the buttons on the contact's page to delete it or add notes. Personal notes added to a contact aren't shared or synced with the team, and vice versa.
Tip: Only Team Admins and the Owner can view team contacts. Team members can only view their own personal contacts.
Tip: Deleting a team contact doesn't remove it from the contact list of the team member who shared it. Deleting a personal contact that's been shared with a team doesn't remove it from the team contacts list either.
Need help?
Reach out via the chat widget in the Help Center or email [email protected].