Managing Contacts

Overview

From the Contacts page, you can search and manage contacts, update their information, organize them, and take actions on one or multiple contacts at the same time.

Search Contacts

Use the search bar to quickly find a contact by their name or phone number.

You can also use search together with filters to narrow down your results and find the contacts you need faster.

Filter Contacts

Filters help you find contacts that match specific criteria, such as Contact Stage, Tags, Assignee, or Channel.

You can combine filters with search to narrow down your results further.

Add a Contact

You can add a new contact directly from the Contacts page.

Steps

1. Click Add Contact.
2. Enter the contact's name.
3. Enter the phone number and select the country code.
4. Add an email address if available.
5. Click Save.

You can also select a Contact Stage when adding a contact.

Edit Contact Information

You can update a contact's information whenever needed, including their basic details and available organizational information.

Steps

1. Open the actions menu next to the contact.
2. Select Edit.
3. Update the required information.
4. Save your changes.

View Contact Details

Open any contact to view its details and related information, including available contact information and conversations.

Manage Multiple Contacts

You can select multiple contacts and perform bulk actions on them, making it easier to manage a large number of contacts at once.

Available actions include:

• Assign contacts to a team member.
• Add Tags.
• Change Contact Stage.
• Delete selected contacts.

Organize Contacts with Contact Stages

You can organize contacts using different Contact Stages to track their progress and current status.

In the Kanban Board, you can move a contact from one stage to another directly, making it easier to manage contacts visually across different stages.

Customize the Contacts View

You can customize the Contacts table to match the way you work, including showing or hiding columns and changing their order.

Import and Export Contacts

If you manage a large number of contacts, you can use the Import and Export tools to add or extract contact data more easily.

Delete a Contact

You can delete a contact from its actions menu.

Steps

1. Open the actions menu next to the contact.
2. Select Delete.
3. Review the confirmation message.
4. Confirm the deletion.

Frequently Asked Questions