Managing Contacts
Go to Dashboard > Contacts to view and manage all your contacts.
Viewing Contacts
The contacts page shows all phone numbers that have interacted with your business in a sortable table:
| Column | Description |
|---|---|
| Name | First and last name, with company shown below |
| Phone | Phone number in E.164 format |
| Calls | Total number of calls with this contact |
| Last Contact | When the most recent call happened |
| Tags | Custom labels assigned to the contact |
Click on any row to open the contact detail page.
Searching
Use the search bar to find contacts by:
- First or last name
- Phone number
- Email address
- Company name
Search results update as you type with a short delay.
Filtering by Business
If you have multiple businesses, use the Business dropdown to filter contacts for a specific business. This filter only appears when you have more than one business.
Sorting
Click any sortable column header to sort contacts. Click again to reverse the sort direction. You can sort by:
- Name
- Phone number
- Total calls
- Last contact date
The default sort is by Last Contact (newest first).
Adding a Contact
To manually add a contact:
- Click the Add Contact button
- Select the Business this contact belongs to
- Enter the Phone Number (required)
- Optionally fill in first name, last name, email, and company
- Click Add Contact
If a contact with the same phone number already exists for that business, the existing record will be shown instead of creating a duplicate.
Exporting Contacts
Click the Export button to download your contacts as a CSV file. The export respects your current filters — if you’ve filtered by business or search term, only matching contacts are exported.
The CSV includes: phone number, first name, last name, email, company, tags, total calls, last contact date, and source.
Exported data may contain personal information. Handle CSV exports according to your organization’s data protection policies.