Contacts¶
Contacts holds the people your business talks to. WhatsApp, Email, Commerce and CRM all read the same record, so a change here shows everywhere. Use these guides to add, find, call, email, group and protect your contacts.
Where to find it: open Contacts in the left rail.
Guides¶
| Tab in the panel | Guide | Use it when |
|---|---|---|
| All contacts | Manage contacts | You want to add, find, edit, tag, merge or export contacts. |
| All contacts | Call contacts and review your calls | You call a contact and want to record the outcome. |
| All contacts | Call many contacts in a row with Auto Calling | You have a list to call one after another. |
| All contacts | Send a welcome email to a contact | You want to email one contact with brochures. |
| All contacts | Set up the welcome email and your brochures | You want a default message and a brochure library. |
| All contacts | Jump back to recent contacts | You want the contacts you worked with lately. |
| All contacts | Recover abandoned carts with Commerce leads | Shoppers left your store without paying. |
| Contact groups | Create and manage contact groups | You want a saved list to message together. |
| Import & sync | Import and sync contacts | You have contacts in a file or another system. |
| Custom fields | Add custom contact fields | You need to store something extra on a contact. |
| Consent & compliance | Track contact consent | You check or change who agreed to hear from you. |
Leads¶
Leads are not in Contacts. They are on CRM → Leads. When you add a person in Contacts, they are added as a contact and their follow-ups start. An import adds contacts and starts no follow-ups. WhatsApp and Email marketing are not affected. See Manage contacts and Work with leads.
Before you start¶
- Your workspace has the CRM module, and your role has CRM access. Otherwise the Contacts icon does not appear. Ask your admin.
- For contacts to arrive on their own from chats, your WhatsApp number is connected.