The Contacts page is now a great management tool, check out what it can do!
To navigate to the contacts page click on the following symbol:
Here are all the features of the page ⤵️
Creating a contact
Click on the Create Contact button in your dashboard to quickly add a new contact to your portal.
On the bottom left of the contacts page, you can choose to view up to 100 contacts at a time.
On the top left of the contacts page, you can choose various filters that can be applied to the page. You can filter your contacts by name, area codes, you can even filter contacts that were created in the last 2 days, and much more!
The filters can be stacked and the criteria can be saved, so you can always come back and see an updated list later.
Once you've filtered down to the exact contact(s) you're looking for, you can save that segment of contacts and reference them later. As well as using that same saved Segment in Salesmsg Broadcast messages!
Once you select your contacts with a checkmark, you can Apply and Remove Tags, you can also Delete contacts in bulk or individually. Under Contacts, use the Bulk Actions feature to use one of these actions.
Initiate a message
Directly from the contacts page, one only needs to click the conversation bubble next to the phone number to tee up that conversation.
Frequently Asked Questions
Is there a way to export my contacts?
We don't have a feature to export your contacts, but if you're integrated with a CRM, you can download your contact list from there.
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?
If you are integrated to a CRM and you make changes to your contact, you will need to unlink and relink the contact from the integration to update it.
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].