Your Contacts

Find, filter, and organise the people your agents talk to.

Steps

Contacts is the list of people your agents call and text. Campaigns work from it, and every conversation ties back to it.

Search finds a contact by name, number, or email — useful when someone calls back and you want their history.

Lists are where a contact came from — usually an import or a campaign. Tags are your own labels. Status is where they are in your workflow.

A contact belongs to exactly one list and one status, but can carry as many tags as you like. That's the difference worth remembering.

Opening a contact shows their details and every call and message they've had with your agents.

Add Contact enters someone by hand. Upload CSV brings in a whole list at once — that's the usual way to start.

If your contacts live in a spreadsheet today, importing them is the fastest way to get going. That's next.