Overview

Contacts are the individual people your team communicates with. A contact keeps identity and communication data—such as name, email, WhatsApp number, lead score, and tags—in one reusable record, together with its customer relationship and interaction context.

What you can do

• Browse and search contacts by name or other visible information.
• Add a contact manually or import multiple contacts from an Excel file.
• Filter the list by date range, tags, or lead-score range.
• Review identity, profile, social, tag, and customer information.
• Edit an individual record as new information becomes available.

Recommended workflow

Search the contact list before creating a record. If no match exists, add a contact or import contacts. Verify the WhatsApp number and associate the person with the correct customer, then use tags and lead score consistently so filters remain meaningful.

Contacts and customers

A contact is a person; a customer is a company or organization. Several contacts can belong to the same customer. Keep person-specific details on the contact and organization-level details on the customer to avoid conflicting information.

Next steps

Open Contact details to understand the complete record, or review contact management tips before importing a large dataset.