In a contact list in Zenvia Customer Cloud, you can view your customers' information, including mobile phone, name, and email. Additionally, you can add new contacts, edit existing ones, or remove them, organizing your database as needed.

⚠️ Attention: This functionality is available only for users with the Admin profile.

How to access a contact list

To view the information of the contacts that are part of a specific list, go to the left sidebar menu, access Contacts > Contact Lists, and click on the name of the desired list. 

Add contacts to a list

Using the Add Contacts button, you can manually include contacts or import them.

💡 Tip: When adding a contact manually, the only difference in the process is that the Link to one or more lists field automatically selects the list you are viewing.

Available options for contacts in a list

Within a contact list, you can perform the following actions for each contact:

• Move to another list;

• Edit contact;

• Remove contact.

Move contacts to another list

The Move to another list option allows you to move the contact to a new list. However, it is not possible to move multiple contacts from different lists at the same time. To do this, you need to filter the contacts using a .csv file and import the already filtered lists.

How to move a contact:

1. In the contact options menu , select the Move to another list option.

2. Choose the new list from the selection box.

3. Click the Move contact button.

💡 Tip: If you want to add contacts from one list to another, check the Add contact to a list option in the Contact Base.

Edit contacts

You can change the information of a contact at any time, whether added manually or imported. Edits may include basic data such as name, phone number, and email, as well as performance and other information.

How to edit a contact:

1. In the contact options menu , select the Edit contact option.

2. Click the Edit data button.

3. Make the desired changes in the displayed form.

4. After finishing, click the Save changes button.

💡 Tip: When editing, you can remove the contact from one list or add them to new ones.

⚠️ Attention: The creation of extra fields is available only for contacts added via file import. The limit for creating extra fields is 100 per organization, and each field can be used in other imports.

Remove contacts

By selecting the Remove contact option in the contact options menu , you can:

• Remove the contact from this list: The contact will no longer be used in the current list.

• Remove from all lists: The contact will be removed from all lists they are present in. This can be useful if you want to move the contact to a new specific list.