Contacts
Documentation Team
Updated 3 months ago
Contacts in Business App gives you a place to manage customer information. It syncs with other products to consolidate customer information into one place.
Searching Contacts
You are able to search for contacts by their first name, last name, email, or phone number.
Uploading Contacts
You can also upload contacts via CSV, with a limit of up to 5MB. During the upload, you will be able to add multiple columns as tags. Currently, there is no specific option to bulk edit contacts, but if you upload a CSV with the same contacts, they will not be duplicated, and will instead be updated with any new information.
Uploading Contacts
The following apps will automatically sync customer data into the Contact table:
- Inbox – When a message is sent or received to a new contact
- Customer Voice – When a contact is created in Customer Voice
- Website – When a contact form is submitted on the website
You can add, delete, or edit customers on your lists to keep all of your valuable business data organized. Contacts can be created by either first name, last name, phone number, or email.
