Contacts Overview

Contacts Overview

Learn what's available on the Contacts page and how to navigate it.

The Contacts page is your central hub for viewing and managing everyone who has ever messaged you through any of your connected channels. Every contact is stored here automatically — no manual setup needed.

This article gives you a quick overview of everything available on the page. For deeper guides on specific features, see the links at the bottom.

What you'll find on the Contacts page

📋 Contact Table

A full list of all your contacts with key details like name, phone, assignee, tags, stage, and more.

🔍 Search

Find any contact instantly by name or phone number.

🎛️ Filters & Segments

Narrow down your contacts using filters like stage, tag, assignee, channel, and ad attribution data.

⬛ Bulk Actions

Select multiple contacts and apply actions all at once — assign, tag, set stage, or delete.

📥 Import & Export

Bring in contacts from an Excel file or export your list for use outside Flovoo.

🗂️ Column Customization

Choose which columns appear in the table and arrange them in any order.

The Contact Table

The main table shows all your contacts in one place. Each row is one contact, and each column shows a specific piece of information.

Default columns: Name, Tags, Phone, Assignee, Email, Stage, Created at

Ad Attribution columns: Ad ID, Ad URL, Source Type — automatically populated when a contact messages you after clicking a Meta ad.

📌 NoteThe Name column is always visible and cannot be hidden or moved.

At the bottom of the page, you can control how many contacts appear per page:

• 10, 20, 50, or 100 rows per page
• Use the page arrows to move between pages

The Contacts counter at the top of the page always shows the total number of contacts — or the filtered count if a filter is active.

Search

Use the Search bar at the top of the table to find a contact by name or phone number. Results update as you type.

Filters & Segments

Click the Filter icon to open the filter panel. You can filter contacts by:

• Segment
• Tag
• Stage
• Assignee
• Channel
• Phone
• Created at
• Ad ID, Ad URL, Source Type (under Ad Attribution)

Once you've applied one or more filters, you can save them as a Segment — a reusable filter set you can apply anytime with one click.

Use the Stages button next to the filter icon to quickly filter by contact stage.

💡 TipSegments are great for teams that regularly work with the same groups — like "New Leads this week" or "Contacts from Instagram."

Adding a Contact

Click + Add Contact to manually add a new contact. Fill in:

• Name (required)
• Phone (required)
• Email (optional)
• Assignee (optional)
• Stage (optional)
• Tags (optional)

Import & Export

Click the ⋯ button next to + Add Contact to access:

• Import — upload an Excel file (XLSX or XLS) to add contacts in bulk
• Export — download your contacts list

Bulk Actions

Check the box next to any contact to select it. Once one or more contacts are selected, a bulk action bar appears at the bottom with these options:

• Assignee — assign selected contacts to a team member
• Add tags — apply tags to selected contacts
• Set contact stage — update the stage for selected contacts
• Delete — permanently remove selected contacts

⚠️ WarningDeleting contacts is permanent and cannot be undone.

Column Customization

Click the Columns button above the table to open the column panel. From here you can:

• Show or hide columns using the checkboxes
• Drag columns into your preferred order using the ⠿ handle
• Click Reset to restore the default layout

📚 Learn more

• Contacts — Getting Started
• Search, Filter & Segments
• Bulk Actions, Import & Export