How to Share Contact Information to Other Users on Web

Collaborate with team members by instantly handing off client details without manual data entry.

• Open the Contact: Navigate to the specific contact profile you wish to share.

• Open Share Menu: Click the three-dot icon in the top right and select Share Contact.

• Choose Your Method:

  • Share via Link: Copies a URL to your clipboard to send via message or email.

  • Share via Code: Generates a short numeric code your teammate can enter in their account.

  • Share via QR: Displays a scannable code for instant mobile transfer.

• Automatic Sync: Once used, the contact is added directly to your teammate's Client Keeper database.