Add CRM contacts by hand and edit them in place

Adding a single contact no longer means preparing a file. The CRM has a New Contact button, and an open contact can be edited and worked on right where you see it.

Add a contact by hand

1. Click New Contact in the CRM toolbar.
2. Enter the Name, choose the Phone Code (search by country or by code) and type the Phone Number.
3. Click Save. The new contact appears at the top of the list.

A phone number belongs to one contact only. If the number is already in the CRM, no second contact is created: search for it to find the one you have.

Edit it in place

Open a contact, click ⋮ in its header and choose Edit. The name, the phone and every custom column turn into fields you change right there. Click Save, or Cancel to leave everything as it was.

Act from the contact

Action cards under the contact's name let you work it in one click:

• Call: call the contact now with one of your voice agents.
• Template: send it a WhatsApp template.
• Voice Seq. and Text Seq.: add it to a voice or text sequence.
• Note: write a note your team will see.

Good to know

• New Contact, Edit and the action cards need permission to edit the CRM.