Create and Use Contact Notes in Conversations
Add internal notes from Conversations or the contact profile and verify them in the contact Notes panel.
Add, import and organize your contacts
Add internal notes from Conversations or the contact profile and verify them in the contact Notes panel.
Create a contact manually or import a spreadsheet, then check the saved record and complete its profile.
Choose whether incoming calls, incoming text messages or both create contacts for unknown numbers.
Create reusable contact lists, manage members and understand which list changes save immediately.
Download a contacts CSV, review its contents and choose the right action for outdated or duplicate records.
Book an appointment from the contact profile, review its calendar and time, and choose whether to notify the client.
Add structured addresses, choose an address type and review extra fields captured during imports.
Prepare the current template, review phone and column formats, and check Pending, Success or Failed import results.
Use the contact History tab and the detailed history page to find calls, messages and missed events.
Search by name, phone or email, choose visible columns and update the correct contact profile.