Adding contacts enables you to invite your attendees straight from the system when scheduling a call, which saves time and creates simple scheduling. To do this, access the portal via the login button on www.speakservecloud.com.
You will be taken to the following page, where you can login with your account details.
To get started simply select ‘Contacts’ from the main navigation menu.
This will open the contact manager page within the portal.
- To add a contact, select the orange ‘+’ button
This will then open a pop up where you will be required to add information about your contact.
2. Add first name
3. Add last name
4. Add company*
5. Add email*
6. Add profile photo
7. Add phone number*
8.Add second number
* Is required to create a contact
Speakserve tip!
Please note that your contacts are owned by you and will not be able to be viewed by the rest of the users in your organisation. Please see users and permissions info sheet for more information.
If you have any further questions or queries, please don’t hesitate to contact our support team who are very happy to help.
Similar guides: