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 'person' icon at the bottom left of the Breakthrough app screen (located next to the 'Search contacts' bar) A contact modal screen will pop up:

Note: 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

• Click on the 'Contacts' tab from the navigation menu on the lefthand side, or search the contact name directly in the 'Search Contact' bar at the bottom left of your Breakthrough account. 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 section.

Deleting Contacts

• Open the contact in Breakthrough, and click Delete Contact at the top righthand corner of the page.
• Note: 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 (per individual location):

• Navigate to the Settings gear in the bottom lefthand corner of Breakthrough, select Manage Contacts, then choose Export Contacts. 
• 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 Contacts
• Click the blue 'Export CSV' button in the top right
• The export file will include:
  • Name/Nickname
  • Email
  • Phone
  • Address

To export workshop registrant lists:

• Go to the Growth tab and click View 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