Contacts and Conversations
Everything about the people in your system. Learn how to add, import, organize, and clean up your contacts, then keep every call, text, email, and chat connected to the right record.
Articles
Creating and Editing a ContactHow to manually add a new contact or edit an existing contact record.
Importing Contacts SafelyHow to prepare and upload a CSV file to import contacts in bulk.
Using Tags, Custom Fields and Smart ListsOrganize, filter, and save lists of your contacts using tags and custom fields.
Finding and Managing Duplicate ContactsFind and merge duplicate contacts to keep your database clean.
Understanding the Conversations InboxLearn how to read and reply to messages from all channels in one place.
Sending Email and SMS MessagesSend text messages and emails directly to a contact from the unified inbox.
Assigning Conversations to Team MembersRoute a conversation to a specific team member.
Using Templates and SnippetsInsert pre-written messages to reply to common questions quickly.