Contacts

1.Adding New Contacts

View contact list and create new contacts

Column Description SR.NO Serial number of the contact in the list Name Full name of the contact (clickable to view details) Type Contact classification: lead or customer Phone Contact's phone number (partially masked for privacy) Assigned The user or team assigned to the contact Status Contact's current progress status (e.g., New, In Progress) Source Where the contact came from: Facebook or WhatsApp Active Toggle switch to activate/deactivate contact visibility Created At Shows how recently the contact was added

Additional Actions in the Contact List

• Activation Toggle : Use the blue switch to turn a contact on or off.
• Search : Use the top-right search box to find contacts quickly.
• Bulk Delete : Select multiple checkboxes and click Bulk Delete to remove them.
• Hide Fields : Click the Hide Field icon to show or hide table columns.
• Import Contacts : Click Import Contacts to upload contacts in bulk from CSV or Excel.

Note: Only active contacts may appear in downstream workflows or reports.

How to Create a New Contact

This guide walks you through the process of creating a new contact using the Add New Contact form

Step 1: Open the Contact Form

• Add New Contact : Click the + New Contact button on the contacts page.
• Form Display : A form titled Add New Contact will open.

Step 2: Fill in Contact Details

In the Contact Details tab, enter the following:

Required Fields (* marked)

Optional Fields

Field	Description
Assigned	Assign the contact to a team or user (e.g., staff members
Company	Enter the associated company name
Website	Provide a website URL if applicable

Step 3: Fill in Other Details (Optional)

Switch to the Other Details tab to add additional background information:

Field	Description
City	Contact's city
State	State or province
Country	Country name
Zip Code	Postal or ZIP code
Address	Street address or location
Description	Internal notes or contact background

Step 4: Save the Contact

Once all required fields are completed, click the Add button to save.To discard the form, click Cancel

Notes (Available After Contact Is Created)

Once the contact is successfully added, a Notes tab will become available. You can use this tab to:

• Add follow-up information
• Track conversation history
• Write internal remarks

⚠️ Important: You must first create the contact before accessing the Notes section

Notes Section (Only in Edit Mode)

Note: The Notes tab is available only after a contact is created. You cannot add notes during contact creation

Adding Notes

• Edit Mode : Open the contact in Edit mode.
• Notes Tab : Navigate to the Notes tab.
• Add Notes : Use the input to write comments, updates, or follow-ups.
• Save Note : Click Add to save the note.

2. Export Contacts

Export your contact data for reporting, backup, or external processing

How to Export

• Export Button : Click the Export button located in the top-right area of the contact list view (button may vary depending on layout).
• Download CSV : A CSV file will be generated for download.

Export Options

• Export Button : Click the Export button located in the top-right area of the contact list view (button may vary depending on layout).
• Download CSV : A CSV file will be generated for download.

File Format

• Export Format : The export file is in CSV (Comma-Separated Values) format.
• Data Structure : Each row represents a contact, and columns include:
  • -Name
  • -Email
  • -Phone
  • -Type
  • -Source
  • -Status
  • -Assigned
  • -Created At
  • -Active Status
  • ...and any other visible/custom fields.

✅ Tip: Open the CSV file with Excel, Google Sheets, or any spreadsheet software for easy viewing and analysis.

3. Filtering Contacts

Use filters to quickly find specific contacts based on defined criteria.

How to Use Filters

• Filter Icon : Click the Filter icon on the contact list toolbar.
• Filter Dropdowns : A set of filter dropdowns will appear below the toolbar.
• Choose Filters : Choose from any of the available filter options.

Available Filter Options

You can filter contacts based on the following fields

• Type : Filter by Lead or Customer.
• Assigned : Filter contacts assigned to a specific user or team.
• Status : Options include: New, In Progress, Contacted, Qualified, Closed.
• Source : Filter contacts coming from Facebook, WhatsApp, etc.
• Created At : Select a specific date or date range to view contacts created within that time.

Additional Tips

• Clear All : Click Clear all to remove all applied filters.
• Combined Filters : Combined filters can help you narrow down contacts to very specific groups.
• Export Note : Filtering affects what gets exported — only filtered results will be included in the export if filters are active.

4. Import Contacts

Import multiple contacts at once by uploading a properly formatted CSV file

How to Import

• Import Button : Click the Import button from the main Contacts screen.
• Import Contact Panel : On the Import Contact panel:
• -Upload CSV Drag and drop your .csv file or click to upload it manually
• -Sample File Use the Download Sample File link to get a pre-formatted example.

Preparing Your CSV File

Your CSV file must contain valid IDs for certain fields. These IDs can be found on the right-hand side of the import screen.

Field	Example Value	Description
Status ID	131	e.g., 131 = New, 132 = In Progress
Source ID	54	e.g., 54 = Facebook, 55 = WhatsApp
Assigned ID	41	e.g., 41 = Drashti Mehta

✅ Make sure to insert the correct numeric IDs (not names or labels) in your CSV for:

• `status_id`
• `source_id`
• `assigned_id`

Contact Kanban Board

The Contact Kanban Board is a drag-and-drop interface that helps you visually manage the progress of your contacts across different stages. Each contact is represented as a card that you can move between status columns to update their current state.

✅ Key Features

• Drag & Drop : Drag and drop contacts between status columns.
• Visual Feedback : Instant visual feedback on contact progression.
• Auto Updates : Automatic status updates upon drop.
• Responsive : Responsive design for desktop and mobile.
• Customizable Stages : Customizable status stages.

Status Columns

The board organizes contacts into the following stages:

• Contacted : The contact has been reached out to.
• Qualified : The contact meets the desired criteria.
• In Progress : Communication or process is ongoing.
• In Setup : Preparation phase before final closure (optional / customizable).
• Closed : The contact has reached a final state (deal closed, process complete, etc.).
• Configurable : All status labels are fully configurable based on your workflow.

How It Works

• Draggable Cards : Each contact appears as a draggable card in their current status column.
• Drag & Drop : Drag a contact card and drop it into another column to change its status.
• Auto Backend Update : The backend updates the contact's status automatically once dropped.
• Real-Time Reflection : All changes are reflected in real time.