Contacts

Step 1: Navigate to the “Contacts” section located in the top bar. 


Step 2: Select the group name from the “Select Group” dropdown to view contacts under specific groups.
Optionally, enter a mobile number under “Mobile” to view details for that specific number.
Click on “Search” after adding the above filters to refine the data.


Step 3: To edit or delete a contact, use the respective icons under the “Actions” section and confirm your action. 

Step 4: To add a new contact, click on “+ Add contacts” 

Step 5: In the pop-up window, choose between “Add single contact” or “Upload Bulk Contact

Step 6: To add a single contact, select “Add single contact” and enter the required details and click on “Add” to save the contact in the respective group.

Step 7: To upload contacts in bulk, select “Upload Bulk Contact” and download the sample file and enter all the details in the file and upload it back under “Choose File”. Select the group under which you want the contacts to be saved and click on “Add” to save the contacts.

Updated on August 5, 2024
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