Add, Edit, or Delete Contacts

Jump To:

• Manually Adding a Contact
• Edit Contacts
• Deleting Contacts
• Exporting Contact Lists

Manually Adding a Contact

• Add contacts individually by clicking on the blue + in the top right corner of Breakthrough.

Contacts must have unique email addresses! If the contact you're creating already exists in Breakthrough, you will see possible duplicates at the bottom of the contact creation screen.

Edit Contacts

• Open the contact you want to edit
• Edit any of the fields needed, then click the blue 'Save' button at the bottom right of the contact page

Deleting Contacts

• Open the contact in Breakthrough, then select the 3 vertical dots next to the status update drop-down. Choose Delete Contact.
• There is currently no way to bulk-delete contacts. If you need to delete many contacts, please reach out to your CSM. 

This action cannot be undone; be sure you really want to delete the contact!

Exporting Contact Lists

To export all contact data:

• Navigate to the Settings gear in the top right corner of Breakthrough, select Manage Contacts, then choose Export. 
• Your file will download as a CSV
• The export file will include all data for every contact:
  • Contact ID
  • Location
  • Source
  • Name/Nickname
  • Email
  • Phone
  • DOB
  • Gender
  • Address
  • Subscription Preferences
  • Notes
  • Phase
  • Insurance Carrier
    
    

To export contact details only:

• Go to Contacts < All
• Click the blue 'Export to CSV' button in the top right
• The export file will include:
  • Name/Nickname
  • Email
  • Phone
  • Address

To export workshop registrant lists:

• Go to Growth and click Review Registrants for the workshop you want to view
• Click either 'Export to CSV' or 'Export to PDF' to download a copy of all current registrants 
• CSV exports will include:
  • Name/Nickname
  • Email
  • Phone
  • Address
• PDF exports will include:
  • Name/Nickname
  • Email
  • Phone
  • Contact Source
  • Phase
  • Status
  • Section for Notes