Find and edit contacts

Contacts and CRM is your company's official list of people. Conversations, broadcasts, sales and automations all use the same records.

#Search

Type a name, email or phone number in the search box. The list filters as you type. You can also search by ID document.

#Add a contact

1. Select New contact.
2. Fill in the name and at least one way to reach them: an email or a phone number with the country code.
3. Select Save changes.

If the person already exists, the panel tells you and doesn't create a duplicate.

#Messaging consent

Each contact has a consent per channel: Email, WhatsApp and SMS. Broadcasts and campaigns only reach people who agreed to that channel.

• Allowed: they agreed to receive messages on this channel.
• Not allowed: they haven't agreed yet. Only change it if they really did.
• Unsubscribed: they asked to leave. The panel keeps the date and stops sending.

#See the history

The record shows campaign activity (opens and clicks), purchases and the team's internal notes.

#Download as CSV

Run a search and use the export button: the panel downloads a CSV with the contacts in the results.

#Delete

Delete removes the contact from the CRM for good. This can't be undone.