Infinity3 Help Centre

Keep customer details in one place so your team can find the right information before making contact or following up.

Before you start

You’ll need access to Contacts and permission to create or edit records.

Add a contact

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open Contacts → Smart Lists.
3. Search for the person first to avoid creating a duplicate.
4. If they aren’t already saved, click Add Contact.
5. Enter their name, email address, phone number and any other relevant details.
6. Complete the required fields, then click Save.

The fields shown depend on your account setup.

Update a contact

1. Find the contact in Contacts.
2. Click their name to open the record.
3. Edit the relevant details.
4. Click Save if shown. If Auto-Save is enabled, changes save when you leave the field.
5. Check that the updated information appears correctly.

Things to know

• Accurate email addresses and phone numbers help keep communication linked to the right person.
• Creating a contact may start automations configured for your account.
• A saved contact record does not establish permission to send marketing messages.

If you can’t add or edit contacts, contact Infinity3 with details of the access you need.