Contacts

Contacts are the foundation of your communication system. They represent people or entities you call, message, or interact with. Use contacts with flags, search, and filters to build precise audiences for campaigns, appointments, and AI assistants.

Common Use Cases

Key Benefits

Adding Contacts

You can add contacts individually or import them in bulk. Here's how to add a single contact:

Step 1: Navigate to Contacts

1. 1

   Go to Contacts: Navigate to Contacts in the main navigation menu.

2. 2

   Click Add Contact: Look for the Add Contact button, typically at the top of the contacts list.

Step 2: Enter Contact Information

Step 3: Save the Contact

Click Create Contact or Save to add the contact to your workspace. The contact will immediately appear in your contacts list and be available for campaigns, appointments, and other features.

Bulk Import (CSV)

Import multiple contacts at once using a CSV file. This is the fastest way to add large contact lists.

Step 1: Download CSV Template

1. 1

   Go to Contacts: Navigate to Contacts in the main navigation.

2. 2

   Click Bulk Import: Find and click the Bulk Import button.

3. 3

   Download Template: Download the CSV template file. This template has the correct column headers and format.

   Important: Do not rename or modify the header row. The system expects exact column names.

Step 2: Fill the CSV Template

name,phone,email,state,brokerage
John Doe,+1234567890,john@example.com,CA,ABC Corp
Jane Smith,+1987654321,jane@example.com,NY,XYZ Inc
Bob Johnson,+1555123456,,TX,

Step 3: Upload and Review

1. 1

   Upload CSV File: Click Choose File or Upload and select your filled CSV file.

2. 2

   Review Validation Summary: The system will validate your file and show a summary:

   • Total rows processed
   • Successfully imported contacts
   • Rows with errors (and what the errors are)
   • Duplicate contacts (if any)
3. 3

   Confirm Import: Review the summary and click Confirm or Import to complete the process.

   Only valid contacts will be imported. Fix errors in your CSV and re-upload if needed.

Managing Contacts

Once you've added contacts, you can search, filter, edit, and organize them.

Search & Filters

Use the search bar and filters to find specific contacts or build targeted lists:

Editing Contacts

To edit a contact:

1. Find the contact in your contacts list (use search if needed)
2. Click the Edit button (pencil icon) for that contact
3. Update any fields: name, phone, email, state, brokerage, or flags
4. Click Save or Update to save changes

Assigning Flags

Flags help you segment and organize contacts. You can assign flags when creating or editing a contact:

• During Creation: Select flags from the dropdown when adding a new contact
• When Editing: Add or remove flags when editing an existing contact
• Multiple Flags: A contact can have multiple flags assigned (e.g., "Hot Lead" + "VIP")

Best Practices

Data Quality

• Normalize Phone Numbers: Always include country codes with the + sign. Use consistent formatting (e.g., +1234567890, not (123) 456-7890).
• Validate Before Import: Check your CSV file for formatting errors, missing required fields, and invalid phone numbers before uploading.
• Remove Duplicates: Periodically review and clean duplicate contacts. Duplicates can cause confusion and waste campaign resources.
• Keep Data Updated: Regularly update contact information. Outdated phone numbers or emails reduce campaign effectiveness.

Organization & Segmentation

• Use Flags Strategically: Create flags that align with your workflow (e.g., "Opt-in Verified", "Do Not Call", "Hot Lead"). Don't create too many similar flags.
• Document Flag Meanings: Keep a record of what each flag means so your team uses them consistently.
• Combine Filters: Use flags together with search and other filters to build precise campaign audiences.
• Workspace Organization: Remember that contacts are scoped to workspaces. Verify you're in the correct workspace before importing.

Import Best Practices

• Use the Template: Always download and use the CSV template provided. Don't create your own format.
• Test with Small Files: For large imports, test with a small sample first to verify formatting and catch errors early.
• Review Validation Summary: Always review the validation summary before confirming import. Fix errors and re-upload if needed.
• Backup Your Data: Keep a backup of your original CSV file in case you need to re-import or reference it later.

Troubleshooting

Related Resources