Find a contact and act on it from your phone
Contacts shows short cards, 50 at a time. Search or filter to find someone, then tap the card to call, send a template, open the chat or add them to the sales pipeline.
Good to know
- A customer who replied STOP shows a STOP badge in the panel, and the Template box says so instead of showing Send.
- Press οΌ Add contact at the top to add a customer or lead, or Scan a card to fill one in from a business card photo.
- Open Contacts. Type a name, company or phone in the search box and press Search.
- Under the box, tap a filter: All, a type such as Customer or Lead, a tag, or Said STOP (it appears when someone has asked not to get promotions). The numbers show how many people are in each.
- Each contact is a short card. Press Show 50 more at the bottom to see the next 50.
- Tap a card to open its panel. Call them dials the number, Template sends a WhatsApp template, WhatsApp opens a chat with them, and Sales pipeline adds them to the pipeline (when they are already in it, the button shows an arrow and takes you to their card).
- Latest chat shows the last conversation. Open in Inbox takes you to it.
- Under Edit contact you change the name, phone, tags, notes and How to address them (for example Lim ε§). Blasts and follow-ups use that name instead of the WhatsApp name.
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