Store reusable contacts in your Templates & Data library, and add them to call sheets across your projects.
Before you begin
Learn how the library works. See What is Templates & Data.
Add a contact
In the top-right corner, select your account icon, and then select Templates & Data.
Go to the Data section, and then open the Contacts tab.
Select Add New.
Enter the contact's Name, Role, Email, and Phone.
Confirm.
The contact appears in the list and is available to add to call sheets in any project.
Note: Editing a library contact does not change copies already added to a call sheet.
Edit or delete
To edit a contact, update its details on the row.
To delete a contact, select the delete control on its row, and then confirm.
What to do next
Add saved contacts to a call sheet. See Reuse saved data in a project.