---
url: https://docs.corbitaltech.dev/products/whatsmark/contacts.md
description: >-
  Learn how to add, filter, export, and manage contacts seamlessly with
  WhatsMark’s Contact Management System. Simplify bulk actions and streamline
  communication with powerful features.
---

# 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

![contacts](./images/contacts/contact.png)

* All newly created contacts will appear in the contact list.
* You can use the **toggle** switch to activate or deactivate a contact.
* To hide unnecessary fields use the **Hide Field** icon.
* Click on the **Bulk Delete** button to remove multiple contacts at once.

![contacts](./images/contacts/add-contact.png)

* 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

![contacts](./images/contacts/note.png)

* 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

![contacts](./images/contacts/filter.png)

* 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. Initiate Chat From Contacts

![initiate-chat](./images/contacts/contact-1.png)

* The **Initiate Chat** option allows you to directly send a WhatsApp template message to a lead or contact from the system.
* You can access this feature from the **Leads or Contacts** list.
* To send a template to a specific contact, click the WhatsApp icon under the **Initiate Chat** column.

![template](./images/contacts/template.png)

* Choose the **template** from the list
* Click **submit** button to send the template.
* The template will be display in whatsapp.

![template](./images/contacts/merge-field.png)

* You can set merge fields by pressing the **"@"** sign.When you type **@**, a dropdown will appear showing all the available merge fields.

### Preview (Finally initiate chat from contacts look like this)

## 5. Bulk Initiate

![bulk-initiate](./images/contacts/bulk-initiate.png)

* To send templates to **multiple** contacts at once, use the **Bulk Initiate Chat** feature.
* You can access this option from the **Contacts** section.
* **Select** the contacts you want to send the template to.
* Click the **Initiate Chat** button located near the Bulk Delete button.
* Choose the template you want to send and **click Submit**.
* The selected template will be sent in **bulk to all the chosen contacts**.
* You can also add merge fields by pressing **"@"**

### Preview (Finally bulk initiate look like this)

## 6. Import Contacts

![contacts](./images/contacts/import-contact.png)

### Preview (finally import contacts looks like this)

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