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Contacts ​

Organize and manage contacts across different platforms like WhatsApp and SaaS and also can add, edit, filter, import, export, and manage contacts with ease.

1. Adding New Contacts ​

View contact list and create new contacts.

Contact List View ​

contacts

All created contacts will appear in the Contact List table.

Contact List Column Breakdown ​

ColumnDescription
SR.NOSerial number of the contact in the list
NameFull name of the contact (clickable to view details)
TypeContact classification: lead or customer
PhoneContact’s phone number (partially masked for privacy)
AssignedThe user or team assigned to the contact
StatusContact's current progress status (e.g., New, In Progress)
SourceWhere the contact came from: Facebook or WhatsApp
ActiveToggle switch to activate/deactivate contact visibility
Created AtShows how recently the contact was added

Additional Actions in the Contact List ​

  • Activation Toggle: Use the blue switch to turn a contact on/off.
  • Search: Use the top-right search box to find contacts quickly.
  • Bulk Delete: Select multiple checkboxes and click Bulk Delete to remove them.
  • Hide Fields: Click the Hide Field icon to show or hide table columns.
  • Import Contacts: Click Import Contacts to upload contacts in bulk from CSV or Excel.

Only active contacts may appear in downstream workflows or reports.

How to Create a New Contact ​

This guide walks you through the process of creating a new contact using the Add New Contact form.

Step 1: Open the Contact Form ​

  • Click the + New Contact button on the contacts page.
  • A form titled Add New Contact will open.

contacts

Step 2: Fill in Contact Details ​

In the Contact Details tab, enter the following:

Required Fields (* marked) ​

FieldDescription
Status*Select the contact’s current status:
• New
• In Progress
• Contacted
• Qualified
• Closed
Source*Choose where the lead came from:
• Facebook
• WhatsApp
First Name*Enter the contact’s first name
Last Name*Enter the contact’s last name
Type*Select the contact type:
• Lead
• Customer
Email*Provide a valid email address
Phone*Enter the contact’s phone number with country code

Optional Fields ​

FieldDescription
AssignedAssign the contact to a team or user (e.g., Staff members)
CompanyEnter the associated company name
WebsiteProvide a website URL if applicable

Step 3: Fill in Other Details (Optional) ​

Switch to the Other Details tab to add additional background information:

FieldDescription
CityContact's city
StateState or province
CountryCountry name
Zip CodePostal or ZIP code
AddressStreet address or location
DescriptionInternal notes or contact background

Step 4: Save the Contact ​

  • Once all required fields are completed, click the Add button to save.
  • To discard the form, click Cancel.

Notes (Available After Contact Is Created) ​

Once the contact is successfully added, a Notes tab will become available. You can use this tab to:

  • Add follow-up information
  • Track conversation history
  • Write internal remarks

⚠️ Important: You must first create the contact before accessing the Notes section.

Notes Section (Only in Edit Mode) ​

contacts

Note: The Notes tab is available only after a contact is created. You cannot add notes during contact creation.

Adding Notes ​

  • Open the contact in Edit mode.
  • Navigate to the Notes tab.
  • Use the Add Notes input to write comments, updates, or follow-ups.
  • Click Add to save the note.

Notes List ​

  • All previously added notes appear in chronological order.
  • Each note shows a timestamp and can be deleted using the trash icon.

2. Export Contacts ​

Export your contact data for reporting, backup, or external processing.

How to Export ​

  • Click the Export button located in the top-right area of the contact list view (button may vary depending on layout).
  • A CSV file will be generated for download.

Export Options ​

  • Export All: If no filters are applied, clicking Export will download all contacts in the system.

  • Export Filtered Results: Apply filters (e.g. by status, type, source) using the filter or search tools, then click Export to download only the filtered list.

File Format ​

  • The export file is in CSV (Comma-Separated Values) format.
  • Each row represents a contact, and columns include:
    • Name
    • Email
    • Phone
    • Type
    • Source
    • Status
    • Assigned
    • Created At
    • Active Status
    • ...and any other visible/custom fields.

✅ Tip: Open the CSV file with Excel, Google Sheets, or any spreadsheet software for easy viewing and analysis.

3. Filtering Contacts ​

contacts

Use filters to quickly find specific contacts based on defined criteria.

How to Use Filters ​

  • Click the Filter icon on the contact list toolbar.
  • A set of filter dropdowns will appear below the toolbar.
  • Choose from any of the available filter options.

Available Filter Options ​

You can filter contacts based on the following fields:

  • Type: Filter by Lead or Customer.

  • Assigned: Filter contacts assigned to a specific user or team.

  • Status: Options include: New, In Progress, Contacted, Qualified, Closed.

  • Source: Filter contacts coming from Facebook, WhatsApp, etc.

  • Created At: Select a specific date or date range to view contacts created within that time.

Additional Tips ​

  • Click Clear all to remove all applied filters.
  • Combined filters can help you narrow down contacts to very specific groups.
  • Filtering affects what gets exported — only filtered results will be included in the export if filters are active.

4. Import Contacts ​

contacts

Import multiple contacts at once by uploading a properly formatted CSV file.

Preview ​

How to Import ​

  1. Click the Import button from the main Contacts screen.
  2. On the Import Contact panel:
    • Drag and drop your .csv file or click to upload it manually.
    • Use the Download Sample File link to get a pre-formatted example.

Preparing Your CSV File ​

Your CSV file must contain valid IDs for certain fields. These IDs can be found on the right-hand side of the import screen:

FieldExample ValueDescription
Status ID131e.g., 131 = New, 132 = In Progress
Source ID54e.g., 54 = Facebook, 55 = WhatsApp
Assigned ID41e.g., 41 = Drashti Mehta

✅ Make sure to insert the correct numeric IDs (not names or labels) in your CSV for:

  • status_id
  • source_id
  • assigned_id

Contact Kanban Board ​

The Contact Kanban Board is a drag-and-drop interface that helps you visually manage the progress of your contacts across different stages. Each contact is represented as a card that you can move between status columns to update their current state.

Key Features ​

  • Drag and drop contacts between status columns
  • Instant visual feedback on contact progression
  • Automatic status updates upon drop
  • Responsive design for desktop and mobile
  • Customizable status stages

Status Columns ​

The board organizes contacts into the following stages:

  1. Contacted – The contact has been reached out to
  2. Qualified – The contact meets the desired criteria
  3. In Progress – Communication or process is ongoing
  4. In Setup (formerly "In s") – Preparation phase before final closure (optional / customizable)
  5. Closed – The contact has reached a final state (deal closed, process complete, etc.)

All status labels are fully configurable based on your workflow.

How It Works ​

  1. Each contact appears as a draggable card in their current status column.
  2. Drag a contact card and drop it into another column to change its status.
  3. The backend updates the contact's status automatically once dropped.
  4. All changes are reflected in real time.

Preview ​

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