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Manage Your Contacts

Easily manage all your contacts in one place.

David Stupek avatar
Written by David Stupek
Updated this week

Add, update, organize, tag, block, or delete contacts—right from the Contacts page.
It’s your go-to hub for keeping everything clean and under control. Take a look at what’s possible!


Welcome to the Contacts Page

To get started, click the Contacts icon on your dashboard. This is your one-stop space for managing all your customer info with ease:


Create a Contact

Hit the Create Contact button to add someone new.
Salesmsg will first check, using real-time search, if that person already exists in your connected tools. If not, you can quickly add them from scratch.


Viewing options

At the bottom-left of the page, you can decide how many contacts you’d like to see per page—up to 100 at once.


Filter Options

Use filters (top-left) to quickly narrow down contacts by:

  • Name

  • Area code

  • When they were added (e.g., "last 2 days")

  • And much more!

You can stack filters and even save them—so you can return to a live, updated list anytime.


Sort & Search

Your contacts appear in a searchable, sortable grid.
Click on any column (like Name or Number) to sort, or use the search bar (top-right) to find someone fast.


Dynamic Segments (Live Lists)

Saved Segments now stay automatically updated.
Salesmsg constantly checks to make sure your contacts still match your filter rules, so your segments always reflect the latest info.

💡 Note on Broadcasts:
When you send a Broadcast, it uses a “snapshot” of your segment at the moment you hit Send. New contacts added after that won’t be included mid-send.


Column Customization

Make the Contacts page your own by choosing what info you see.
The Name and Number columns are always there, but everything else is up to you!


Bulk Actions

Select multiple contacts using the checkboxes and apply actions like:

  • ✅ Add or remove tags

  • 🗑️ Delete contacts (in bulk or one-by-one)

Accidentally delete someone? No problem! Re-add the contact and their message history will still be there.

💡 Pro tip: Hold down Shift or simply click through to select multiple contacts at once.


Unified Conversation History

Salesmsg keeps all past interactions with a contact - even if they’ve worked with different teams or departments.

This means:

  • Everyone has the full picture before reaching out

  • Conversations stay organized

  • Inbox-level privacy is still respected

Whether it’s marketing, sales, or support—your team will always have the context they need to keep the conversation going smoothly.


Send a Message

See the little chat bubble next to a contact's phone number? Click it to instantly start a new text with that person:


Block a contact

Need to stop someone from texting or calling your Salesmsg number?


Here’s how:

  1. Go to the Conversations page

  2. Click the three-dot menu (⋮) next to their name

  3. Choose Block and confirm

They’ll no longer be able to reach your Salesmsg inbox.



Frequently Asked Questions

Is there a way to export my contacts?
Yes, we do, when you select "export" your list will be emailed to you. If for any reason there is an issue receiving the email, you'll also be presented with a link for direct download.

How do I make sure I don't upload duplicate contacts?
Our import/upload feature is smart, so if you have duplicates on your list our system will catch it and not create a duplicate contact. 

If I update my contacts will that update the contact record in my integration?
This depends on your contact syncing preferences. Learn more in the Related Article "Two-way CRM syncing".

If I update my contacts in HubSpot will that update the contact record in Salesmsg?

If you adjust a contact's info in HubSpot, it will automatically be updated in your Salesmsg account.

How do I upload/import a list of contacts?
Follow this guide to import/upload contacts. 


Need Help? ✋🏻

To reach our support team, please email [email protected].

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