📄️ Organising contacts into folders
With the Custom Folder feature, you can organize contacts based on specific filters, allowing you to quickly access groups of contacts with shared characteristics, such as tags or other criteria.
📄️ Viewing Contacts In Custom Folder
To view these contacts in the future, simply go to Contacts and select the Folder dropdown.
📄️ Do Not Disturb - Block Communication with a Contact
The Do Not Disturb feature allows you to block or allow communication with specific contacts across all channels. This guide will show you how to manage these settings.
📄️ Add Custom Fields to Contacts
Default fields (name, email, phone) aren’t always enough. Custom fields let you track extra details, like a customer’s birthday or preferences.
📄️ Add Note for Contact
Adding notes to a contact or lead is a powerful way to keep track of important details, interactions, and follow-ups. This feature ensures that your team has all the necessary context to provide personalized and efficient service.
📄️ Delete Contact
How to Delete