Contacts & CRM
Customer profiles, notes and attributes, and every conversation with a customer.
6 guides
Contacts & CRM
- Managing contact profilesEvery person who writes to you becomes a contact. Open, create, edit, merge, block and delete contact profiles on the web, and manage contacts in the iPhone and Android app.
- Organizations: group contacts under a company
- Custom attributes for contactsCustom attributes let you store additional data on contacts beyond the default fields.
- Creating smart segmentsSegments are saved groups of contacts that match specific criteria.
- Importing contactsImport contacts or simple conversations from a CSV file: upload, check the columns, start.
- Contact notes and historyContact notes let you record important information about a customer that persists across all conversations.
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