Adding contacts

For details on how to add contact data, check out our other article - Adding contacts. There are several options for getting started; each can be used individually or in combination. We do, however, recommend that you only import those contacts you'd like to track engagement-wise.


  • Key contact (limited to one contact) - the main or day-to-day point-of-contact
  • Executive sponsor - executive-level contacts or other leaders who hold decision-making power within a clients' organization
  • Advocate - a contact who advocates your product or service outside of the organization (ie acts as a referral, leaves a positive review, etc)
  • Champion - a contact who advocates your product or service within the organization

Starring contacts

You also have the ability to star and filter by starred contacts in the contacts module.

Did this answer your question?