Add or Edit Contacts

The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business.  

An email address is the only information that our system requires for each of your contacts, but if you would like to keep a more detailed record of that contact you can include the following information: 

• First and Last Name
• Company Name
• Birthday
• Home Purchase Date (Real Estate clients only)
• Phone Number(s)
• Physical Address
• Notes Section

Note: We will do nothing with this information aside from storing it for you.  For more information, refer to our Terms of Use.

From your desktop

Log in at app.outboundengine.com

Click Manage Contacts from the left-hand column



Click on Add Contacts
 

Select between Add Manually, Upload CSV, SYNC Contacts, and Scan Business Cards



Enter any desired information, such as email address (required) and other fields *optional*

Click either Save & Close or Save & Add Another

Click Done at the top right to return to the full list of contacts

From your mobile device

Open the OutboundEngine app

Tap Manage Contacts from the bottom row

Tap Add + at the top right

Tap either Add Contact Manually or Business Card Import

To add a Contact Manually, enter all relevant information for the new contact 

Tap DONE at the top right to save your new contact

Business Card Import

If prompted, allow OutboundEngine to access your camera

Take a photo of the business card you would like to upload

If prompted, tap Use Photo

Verify or correct any imported information (email address is the only required field)

Tap DONE at the top right to save your new contact

Uploading Contacts in Bulk

Upload a spreadsheet

Import from another database

Sync with another database 

*Email your new contacts to Customer Success if you run into any complications.*

Note: If you are emailing your new contacts to success@outboundengine.com, please allow at least one business day for Customer Success to process your request.