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Relacionamento e vendas

Contacts

Finding who you are looking for, understanding phonebooks and saving a new contact — when your role allows it.

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Contacts is the company's base: each person inside a phonebook. It feeds campaigns, recovery and the number verifier — which is why the way it is organized matters more than it seems.

Agent contacts
The contact base.
Search
Search by name, mobile number and the content of the variables.
Contact row
Contact, phonebook and variables.
The variables tell the customer's storyPlan purchased, city, date of last order. Glancing at those columns before you reply usually saves two questions — and the customer notices you already knew who they were.

Phonebooks

Phonebook filter
Filtering by one phonebook.
Phonebooks tab
The lists: customers, cold leads, birthdays.
  • A contact can be in more than one phonebook.
  • They are split by intent, not alphabetically.
  • Campaigns and the verifier always work on a phonebook.

Saving a new contact

New contact
Name, mobile number with country code and the target phonebook.
Final screen
The base in order.
Always with the country code in frontSave it as 5561999990000. Without the country code the contact goes in but never receives a campaign — and the mistake only shows up on send day, when it is already too late.

If the New contact button does not appear for you, your access does not have the Save contacts permission. It is an individual switch the administrator turns on in Team › Agents.