Manage my contacts in the app
Add, update, or delete external contacts and control who shows up in your favorites.
- Company: Non-editable users added by your system admin.
- Private: Editable contacts added by the individual user. Private contacts are only visible to the user who created the contact.
- Shared: Editable contacts added by a user and are visible to all other users in the organization.
- Local: Non-editable contacts retrieved from the user's mobile device, if permission was given by the user in the device's settings.
Desktop or web app
Contact Management | How-to |
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To add a contact |
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To add a shared contact |
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To favorite a contact |
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To edit a contact |
Note: You can only edit contacts you have added.
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To delete a contact |
Note: You can only delete contacts you have added.
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To import contacts | Integrate with Outlook to import your Outlook contacts. |
To import shared contacts |
Watch video
Note: For more detailed instructions, please refer to Import shared contacts.
Note: Contacts imported from CSV are automatically created as shared contacts.
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To create contact groups | Create groups of shared contacts to easily organize and group specified customers.
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Mobile app
Contact Management | How-to |
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To add a contact | Watch Video
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To add a shared contact |
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To favorite a contact |
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To edit a contact |
Note: You can only edit contacts you have added.
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To view a shared contact's conversation history |
Note: The conversation history includes private and shared inbox interactions.
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To delete a contact |
Note: You can only delete contacts you have added.
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To block a contact |
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To import contacts | Not available at present time. |
To import shared contacts | Not available at present time. |