Contacts ​

WhatsMark’s Contact Management System is a powerful tool designed to help users efficiently manage and organize contacts across multiple communication channels, including WhatsApp, SaaS, and others. The platform allows for easy contact creation, management, filtering, and bulk actions to streamline workflows and maintain a seamless user experience.

1. Adding New Contacts ​

• Click on the + New Contact button to create new contact.
• Contacts which are created will display in contact table.
• Enable switch to active contact.
• Hide specific field with hide field icon.
• Select multiple contacts to delete in bulk.

• Fill in the required fields in contact details section
• Add other details like country, city, state, zip code, description etc

• Add note in contacts from note section.
• Create a note only while editing a contact, not when adding a new contact.

2. Export Contacts ​

• Click on the Export button to export the contacts to a CSV file.
• Choose whether to export all contacts or only those that are currently filtered.

3. Filtering Contacts ​

• Click on the Filter icon and select the desired filter criteria.
• Filter contacts by type,assigned,status,source and created at
• Filter with date by created at column.

4. Import Contacts ​

Preview (finally it will looks like this) ​

• Import csv file of contacts to import contacts in bulk.
• For more information, download the sample file and rules.