Applicable plans: Sprout, Blossom, Garden, Estate


Who can configure it?

Agent, Supervisor, Admin and Account Admin


How to save a contact? 

  1. If you have received a call from a number and wish to save it as a contact, go to Customers tab. 

  2. In the customers tab, hover over the number which you wish to save as a contact and click on the edit button

  1. In the right side panel that opens, you can change the following information of the contact

    1. Contact name: Change the contact name, the default contact name is the phone number itself

    2. Email Address: Enter the email address associated with the contact

    3. The selected phone number will appear under ‘Phone Numbers’, you can also add another number that belongs to the same customer 

    4. You can enter the company name of the customer

    5. Address: Enter the address if available

  1. Once done click on ‘Save’.

 

Creating a new contact

Alternatively you can also create a new contact, to do so —

  1. Go to Customers tabl 

  2. Click on ‘Add New Contact’ button

  1. In the right side panel that opens you can enter the following information:

    1. The name of the contact

    2. The email address associated with the contact

    3. The phone number of the contact, you can also add more than one number by clicking on the ‘+ Add Phone Number’ button

    4. The company name of the customer

    5. The address of the contact, if available