Contact

The Contacts page allows you to manage individual contacts within your account. You can add, edit, search, and organize contacts into lists for efficient messaging.

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Overview

• Purpose:
  Store and organize contact details (name, phone number, email, etc.) for use in messaging campaigns.
• Contact Lists:
  Assign contacts to lists (e.g., organizations, segments) for targeted communication.

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Features

Contact Table

• Search: Filter contacts by name, phone, or email.
• Filter by List: View contacts belonging to a specific list.

Import Contacts

• Use the Import Contacts button to upload multiple contacts at once via file (CSV, Excel, etc.).

Add Contact

To add a new contact:

1. Click Add Contact.
2. Fill in the form:
   • Name (required): Enter the contact’s name.
   • Phone Number (required): Enter the contact’s primary phone.
   • Email: (optional) Contact’s email address.
   • Contact List: (optional) Assign to a group/list.
   • Notes: (optional) Any extra information about the contact.
3. Click Create Contact to save, or Cancel to discard.

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