Contacts in Business App gives your clients a place to manage customer information. It syncs with other products to consolidate customer information into one place.
Searching Contacts
Business owners are able to search for contacts by their first name, last name, email, or phone number.
Filtering Contacts
Business owners can filter contacts by tags, first name, last name, phone number, email, created date, and updated date
Uploading Contacts
Business owners can upload contacts via CSV, with a limit of up to 5MB. During the upload, you will be able to add multiple columns as tags.
Syncing apps
The following apps will automatically sync customer data into the Contact table.
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Inbox – When a message is sent or received to a new contact
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Customer Voice – When a contact is created in Customer Voice
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Website Pro/Standard – When a contact form is submitted on the website
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Constant Contact – When a contact is created
Business owners can add, delete, or edit customers to their lists to keep all of their valuable business data organized. Contacts can be created by either first name, last name, phone number, or email. Enter customer information manually or in bulk through the import feature.