Contacts ​

WhatsMark’s Contact Management System is a user-friendly tool designed to help you organize and manage contacts across different platforms like WhatsApp and SaaS. You can add, edit, filter, import, export, and manage contacts with ease.

1. Adding New Contacts ​

• All newly created contacts will appear in the contact list.
• Use the toggle switch to activate or deactivate a contact.
• Hide unnecessary fields using the Hide Field icon.
• Select multiple contacts to delete in bulk.

• Click on the + New Contact button to create new contact.
• Fill in the required details like name, phone number, and email.
• 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 the Export button to download contacts in a CSV file.
• You can export all contacts or only those matching your selected filters.

3. Filtering Contacts ​

• Click the Filter icon and choose the criteria you need.
• Filter contacts by:
  • Type
  • Assigned user
  • Status
  • Source
  • Created date
• You can also filter by a specific date using the Created At column.

4. Import Contacts ​

Preview (finally it will looks like this) ​

• Click Import to upload a CSV file with multiple contacts.
• Download the sample file to understand the correct format before importing.