Account and data
Discover supplier representatives, save verified profiles, edit relationship records, import CSV contacts, and use private messaging.
2 min readUpdated
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Contacts has two jobs. Saved contacts hold the people your organization already works with. Discover searches supplier representatives who chose to be discoverable in Tap.
A Discover result is based on the representative’s current Tap profile. Tap does not infer a private email address or phone number. Open the profile to review the represented organization and stations before saving it.
Open Contacts, choose Discover contacts, and search by person, supplier, station, market, or relevant profile detail. Open a result for the full public profile.
Save the representative when the relationship is useful to your organization. A saved contact can later appear in recipient selection and relationship messaging. If the person changes their discoverability or representation, rely on their current profile rather than an old search result.
The Tap Agent can search the same discoverable directory when you ask who to contact at a publisher. It should direct you back to Contacts for review, save, or message.
Open a contact to review and edit the relationship record. Keep the name, organization, role, email, phone, notes, and relationship details accurate. A saved manual contact is not automatically a verified Tap profile.
When a current Tap person is linked, use the in-product message action for the private relationship thread. Messaging a contact does not add them to an RFP or send commercial terms.
Use the import sheet for a batch of buyer-side supplier contacts. Match the required columns, review validation errors, and confirm the parsed rows before import. Duplicate or incomplete records are reported instead of silently replacing unrelated contacts.
For the complete file format and recovery steps, read Import contacts.
Contacts can support:
A contact is not permission. The selected station, current directory eligibility, and send approval still control an RFP.