Contacts



The Contacts tab serves as a central hub to manage customer information, offering features like segmentation, and integration with other platform functionalities. It enables efficient organization and communication with leads and clients.

Bulk Actions

Create bulk actions for your contacts

Contact Details

All details regarding your contacts

Smart List

Organize your contacts using smartlists

Attach Files To A Contact Record

In this article, we're going to see how to attach files to a contact.

Tasks Overview


The task feature is a useful tool to enhance one’s productivity. You can use to prioritize and meet deliverables.

Company Overview

In this article we are going to look at the Company option inside the contacts tab.

Restore - Overview

On the Restore tab, you can easily review deleted contacts and restore them to the contact list.

Contact Details

Upon opening a conversation, the contact details can be located on the right-hand side of the page.

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