Viewing your Team's Contacts
Log in to dash.blinq.me via a computer or tablet browser, then click the Contacts tab on the left-hand side menu. Team Contacts appear in the All company contacts tab, and your Personal Contacts can be found 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), then select your company name.
Via the dashboard
Select the contact, click Share with at the top right of the screen, then click 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. |
Exporting contacts
You can complete a bulk export of contacts to CSV, HubSpot, Salesforce, or Zapier if you've set up an integration with any of those services. Click Export contacts at the top right of the screen and select your method of export.
You can export an individual contact to your CRM by clicking the contact, then clicking Export to at the top right of the screen and selecting your CRM.
Deleting and adding notes to contacts
You can delete a contact or add notes to it by selecting the contact and pressing the respective buttons on the contact's page. 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 our chat widget in the Help Center or via [email protected].