After you meet someone and save their contact details in your HiHello Business Contact Manager, you can save their information on your phone or sync it using one of our integrations. You can also share their contact details with someone else. For example, this means that you can collect contact details from your electrician and then easily forward their information to a friend as a referral.
First, you can save a contact in your account either by sharing your HiHello card or by manually adding a contact to your HiHello account.
To forward that contact:
- Log into your account on the HiHello mobile app.
- Go to your Contacts page.
- Select the contact you want to share.
- Tap the three-dot menu in the upper right of your screen:
- Tap Share in the menu that pops up:
- A tray will open with the options available on your device. Depending on your device, this could include your SMS app, email, WhatsApp, AirDrop, and more. You can also copy or download the contact file.
- After you send the contact file, the person who receives it can easily share it to their contacts by following the directions from their devices operating system.
This method allows you to share one contact, however, if you would like to share multiple contacts with another CRM, we have multiple integrations to help you. Here are other pages in our Help Center with more information:
Syncing Contacts With Microsoft Outlook Exchange