This feature helps you adding new leads, updating details, distributing contacts among team members, or exporting contacts for analysis. Easily manage and organize your contacts to ensure smooth and efficient team collaboration.
Import Contacts
Step 1: Click on the Import button in the contact page.
Step 2: Download the template file by clicking Download Template.
Step 3: Fill in the contact information according to the template format, ensuring that all fields are filled out correctly.
Step 4: Once completed, click the Upload File button and select the completed template to upload.
Step 5: Click Confirm to finish the import process.
Update Contacts
Step 1: In the contact list, find and click on the contact you want to update.
Step 2: Click the Edit button to edit the contact’s basic information.
Step 3: Modify or add notes, birthday, city, company information, etc.
Step 4: To add tags, click Add Tags, select existing tags or create new ones.
Step 5: Click Save to update the contact information.
Assign Contacts
Step 1: In the contact list, select the contacts you want to assign.
Step 2: Click the Assign button.
Step 3: Choose the team member to assign the contacts to from the drop-down menu.
Step 4: Click Confirm to complete the assignment.
Step 5: Please note, the assigned team member must go to the WhatsApp Web page, click Assign to Me group, and then click Accept to accept the assigned contacts.
Export Contacts
Step 1: Select the contacts you want to export from the contact list.
Step 2: Click the Export button.
Step 3: In the pop-up window, select the fields you want to export.
Step 4: Click Export, and the successfully exported contact data will be saved as a CSV file.
Delete Contacts
Step 1: Select the contacts you want to delete from the contact list.
Step 2: Click the Delete button.
Step 3: The deleted contacts will be removed from the list and will no longer sync with the contact list.
Important: Deleting a contact is irreversible. Please ensure you have backed up important contact information before deletion.