Understand the different ways to add contacts to your database and explore editing options, including basic information, companies, departments, and customizations with extra fields. This ensures your database is organized and up-to-date.

How to add contacts

You can add new contacts in various ways:

1. Contacts database

In the Contact database, you can add new contacts in two ways:

• Manually:
  Go to Contacts > Contact database and click on Add contacts > Add manually.
• By file import:
  Go to Contacts > Contact database and click on Add contacts > Import from file.

2. Contact lists

In the Contact lists, you can also add contacts in two ways:

• Manually:
  Go to Contacts > Contact lists and click on Add contacts > Add manually.
• By file import:
  Go to Contacts > Contact lists and click on Add contacts > Import from file.

Learn More:

• How to add contacts manually
• How to import contacts from a file

3. Inbox

Another way to manually add contacts is through the Customer inbox:

• Go to Sales > Customer inbox > You > Add new contact.

How to edit contact information

Once added, you can update any contact’s information by following these steps:

1. Find the desired contact in Contacts > Contact database;
2. Choose the contact to edit:
   1. Click on the actions menu (three dots) next to the contact and select Edit Contact.
   2. Or click the contact's name, then select View details or Edit information.
3. Adjust the information as needed. See below for more details.

What information can be added or edited?

1. Contact lists

Lists help organize contacts into groups or categories, such as "VIP Customers" or "Summer Promotion." You can:

• Link the contact to existing lists:
  Click on Add contact to a list, select an existing list, and click Confirm to link.
• Create and link a new list:
  Click Create new list, enter a name, and click Create and Add to List to link it to the contact.

2. Basic contact information

In the Contact Information section, you can update details such as:

• First and Last Name.
• Phone Numbers (mobile and landline): Use the format: Country Code + Area Code + Number (e.g., +1 11 91234-5678).
• Email Address: It must be in the correct format, like user@domain.com.
• Date of Birth: In the format DD/MM/YYYY.

Keep the name, mobile number, and email address up-to-date. This ensures efficient mass messaging and commercial interactions.

3. Company and Department

In the Companies section, you can associate the contact with a company or department:

• Link to an existing company: Select a previously registered company.
• Register a new company: Click Register New Company to create a new one.
• Link to a department: Click Add Department and select or create a new department.

Linking a company and department to contacts allows you to:

• Create specific support queues for personalized assistance.
• Track tickets by linked company.
• Identify decision-makers for more effective commercial strategies.

Learn More: Companies and Departments database.

4. Address

• In the Addresses section, add or edit the contact’s address. This information can be used for segmentation, such as regional campaigns, e.g., sending a special promotion to contacts in São Paulo.

5. Extra fields

Extra fields allow adding custom information to contacts, created from imported CSV files. This information is useful for creating personalized messages and campaigns tailored to your organization’s needs.

Example of personalization:

Imagine you want to send the following message:
"Hello {{name}}, your appointment is scheduled for {{date}} at {{time}}h."

For this message to work correctly, the CSV import file must include the following columns:

• Name
• Date
• Time
• Phone or Email (mandatory field to identify the contact)

How it works:

1. Import the file:

   1. Import the CSV file with the required data.
   2. During the import process, map the file fields to the extra fields you want to add.

2. Access the extra fields:

   1. After import, locate the desired contact in the Contact Base.
   2. Access the contact’s profile.
   3. The imported extra fields will be visible and can be used for personalized messages and segmentation.

Limits:

• Each organization can create up to 100 extra fields.
• These fields can be reused in future imports or campaigns.

For more details about the import process, see: Import contacts from a file.

Finalize the process

In the upper-left corner of the screen:

• If it is a new contact: Click Add Contact to save.
• If it is an existing contact: Click Save Changes to update the information.