Manage Contact
The Manage Contact feature allows you to add, edit, and organize individual contact entries by grouping them for effective communication and management. You can also add multiple contacts to a group by uploading an Excel file.
Steps to Add a Contact:
Navigate to Master → Manage Contact and click the Add Contact button.
Select Type: Choose the contact type (Single or Multiple).
Single Type: Add an individual contact to a selected group.
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Multiple Type:
- Upload multiple contacts via an Excel file. You can download the sample Excel under the Upload Contact section.
- The Excel file should contain fields like Mobile and Name.
- Once the file is selected, click Update to import the contacts.
For Single Type, you will be prompted to enter the following details:
- Contact Name: Enter the name of the contact.
- Mobile Number: Enter the mobile number of the contact.
Select Group: Choose the appropriate group to assign the contact.
Click "Update" to save the contact or "Close" to cancel the process.
Steps to Edit a Contact:
Click Edit: Found in the last column of each contact entry row.
Update Contact Name or Mobile Number as needed.
Change Group if necessary.
Toggle Active checkbox to activate or deactivate the contact.
Click Update to apply the changes or Close to discard them.
Note:
- All fields marked with * are mandatory.
- Only active contacts will be available for communication in campaigns or flows.
- You can upload up to 2,000 contacts per group.