📄️ Create a Contact Folder
Folders let you group contacts by filters such as tags, so you can quickly access contacts that share specific criteria.
📄️ View Contacts in a Folder
To view contacts in a folder you've created:
📄️ Block Communication with a Contact
The Do Not Disturb setting lets you block all outbound communication to a specific contact.
📄️ Add Custom Fields to Contacts
Custom fields let you track additional information beyond the default fields (name, email, phone). For example, a jewellery business might add fields for ring size, preferred metal type, or anniversary date.
📄️ Add a Note to a Contact
Notes let you record details about interactions, preferences, or follow-ups on a contact or lead profile. Notes are visible to your entire team.
📄️ Delete Contact
How to Delete