Managing your contact list allows you to easily organize your network and connect with your clients and colleagues. In this guide, you’ll learn how to create new contacts, set their privacy settings, and interact seamlessly with your team.
Managing your contact list
1. Create a new contact
Start building your network by easily adding new contacts to your list.
- Click on new contact.
- Fill in the required information, such as the first name or last name.
- Select the type of number.
- Wait for the confirmation button to turn dark green (this means the number is valid).
- Click to confirm.
2. Set contact details and privacy
Customize your contact's information and choose who has access to see it.
- Continue filling in the relevant information.
- Choose whether it is a public or private contact.
- Select specific team members if you are sharing the contact with them.
- Choose who can edit this contact.
- Click "Add contact".
Once the contact is saved, you can easily add them to your favorites, edit their details, or delete them if needed.
3. Search and Interact with contacts
Quickly find your saved contacts and start communicating instantly.
- Use the search bar to easily find a contact.
- Click on the contact icon to call them directly.
- Click on the message icon to send an SMS.
4. View and message your team
You can also use your contact directory to collaborate with your internal colleagues.
- Click on team to view your colleagues.
- Go to the sidebar to send internal messages to your teammates.
🎉 You now know how to manage your contact list and can effortlessly stay connected with your network and your team!