The objective of this tutorial is to guide team members on managing contacts effectively, updating information, and accessing important details on the contacts page.
Key Steps
Creating Lists:
Click on the "Lists" section.
Create a new list by clicking on the "Create List" button.
Name the list and save it.
Viewing Contacts:
In the middle section, view all contacts listed.
Click on a specific list to filter contacts associated with that list.
Updating Contact Information:
Click on a contact to view details like first name, last name, phone number, email, etc.
Update the information as needed.
Utilize the AI agent to provide more context for calls.
Viewing Conversations:
Access past conversations by clicking on the contact.
View recordings, notes, transcripts, dial time, and other important information.
Manual and Bulk Actions:
Perform manual actions on individual contacts.
Select multiple contacts for bulk actions like deleting, changing lists, enabling/disabling do not call, etc.
Uploading Contacts:
Click on the "Upload Contacts" button.
Choose a CSV file, map out the fields, and click import.
Alternatively, use automations and webhooks for automatic contact uploads.
Cautionary Notes
Ensure accuracy when updating contact information to avoid errors in communication.
Double-check before performing bulk actions to prevent accidental deletions or changes.
Tips for Efficiency
Regularly update contact information to maintain accuracy.
Utilize automations for seamless contact uploads and management.
Keep conversations organized and easily accessible for reference.
By following these steps, team members can effectively manage contacts, update information, and access important details on the contacts page.