Add, import and organize your contacts
Contact Notes let your team add private comments inside a conversation—visible only to your staff, not the customer. This is perfect for handoffs, documenting what was promised, leaving reminders, and keeping a clear internal timeline without sending extra messages to clients.
Contacts is your address book, so callers show a name instead of a bare number. This guide shows you how to add a contact by hand with only a phone number required, import a CSV, XLS or XLSX file using the example template, follow the result in Recent imports, and export or clean up your list.
Zonitel can build your address book on its own. This guide shows you how to open Contact event settings from the Contacts screen, turn on contact creation for unknown numbers that call in or text in, test that it works, and keep the resulting list clean.
Group Lists help you organize contacts into targeted groups (for example: September Birthdays, Active Patients, New Leads) so you can send bulk SMS messages faster and stay consistent with follow-ups. This guide covers how to create a list, add contacts, send a bulk text, and follow best practices to keep messaging compliant and effective.