In LuxeXchange, you can keep a client list to organize contacts as well as sign them up for communications, such as the monthly LuxeTrends e-Newsletter.
To add a single contact:
1. Click on the "Client Contacts" tab under "Manage Data" on the sidebar
2. Select "Add New"
3. Fill out the required fields
When you are done press the save button at the bottom left side of the page:
To add multiple contacts:
1. Click on the "Client Contacts" tab under "Manage Data"
2. Select "All Contacts"
3. Select the "Import" icon
4. Follow the instructions provided:
- Download the CSV formatted file for clients and add your clients to the template and save it as a CSV
- Choose File
- Submit
If you still have questions, you can contact support@luxuryportfolio.com