Add a contact
Add a person or business to your team's shared contacts, with phone, email, notes and tags.
Contacts is in the menu on the left. Anyone on the team can add a contact, and everyone sees it.
In this video
Step by step
- 1
Contacts is shared by your whole team, and anyone can add a person or a business. Click Add Contact.
- 2
Type the first name, then the last name. Only the first name is required.
- 3
For a business, add the company.
- 4
Add the phone number. Calls, texts and voicemails from it then show this name.
- 5
Add an email address, if you have one.
- 6
Notes are for anything the team should know.
- 7
Tags group contacts, so you can filter them later. Separate tags with commas.
- 8
Create saves the contact for everyone on your team. Cancel closes the form without saving.
- 9
You can also save a caller straight from their voicemail. Open Voicemail, in the menu.
- 10
On a caller who is not in your contacts yet, click Add to contacts.
- 11
The same form opens, with the number already filled in.
- 12
Type the name and click Create, or Cancel to close without saving.
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