How to add or edit Contacts on the Website

Log into your PBLS account.

To add a Contact:

• Click on 'Contacts' in the left Navigation bar. 
• Click on the 'Create a new Contact' button on top right:

• Fill out the contact information, scroll down to the bottom to assign a campaign and click Save: 

 To Edit a Contact: 

• Click on 'Contacts' in the left Navigation bar. 
• Select a Contact you wish to Edit and click on the name.
• Make any changes you need and click Save

Other links that might be useful: 

• Prospect Rating / Interest Level 
• What are Tags
• How do I View Campaign Content
• How to change campaign assignment