Contact Hub

Contact Hub simplifies your business functions and customer information. Contact Hub specifically allows you to store contacts in bulk, assign groups to customers, and manage them easily. It is a place where all your contacts will be dropping in, acquired from different modules. You can import your clients' contact data from sources like Excel files with .CSV extension, as well as Gmail account.

Article Contents: 

1. Create New Contacts
2. Import Contacts from Google 
3. Import Contact file 
4. Create Groups 
5. Assign contacts to Group
6. Archive Contacts

How to Manually Create a New Contact.

Here is how you can manually add a new contact from Contact Hub. First, you need to navigate to Contact Hub from the Dashboard and then click on Create New > Create New Contact.

A side screen will pop up where you will need to fill in the contact information in the respective fields.

After you have filled in the required fields, click on the Add button to successfully complete the process. 

Import Contacts from Google

If you already have contact information stored in Google, then you can import all those contacts directly by using our Import Contacts from Google feature. To get started, click on the Import option from the Contact hub screen, and the side menu screen will appear.

Upon clicking the Import from Google button, you will be directed to Google syncing and granting access permissions. Once the permissions are given, the automatic import will start.

After the business contacts have been successfully imported, you will get the confirmation message. The imported contacts will then start to appear in the Contact hub under the Contacts tab.

If you click on the View Imported Contacts, you will be able to view all the imported contacts and you can also assign them to Groups. 

Import Contact File

For the contacts that you have stored on your Desktop or phone and want to import them using a .csv file, click on the Import button in the Contact Hub and download the available sample file.

Important: Please note that you only import using the .csv file format.

Now you must follow the format as per this file and add contact information in the respective columns.

After preparing the file in the .csv format, click on the upload button or drop your file to start the upload.

The system will check the file to ensure the formatting is correct and show the mapping on the screen. Check if the respective fields match the contact attributes. You can also edit the attributes if you find any column mapping is out of order or as desired. 

Now when you click the Import button, the system will start the Import process.

Upon successful completion of the Import process, the system will tell the total Imported contact counts and duplicates, if any.

Groups

You can navigate to Groups by clicking on the Groups tab in the Contact Hub screen. You will be able to create new groups and assign contacts to any of the existing Groups.

You can also Remove contacts that are already assigned to any Group.

Once you have assigned contacts to any Group, you will be able to view the total Contacts Count in front of the respective Group.

Archive Contacts

If you wish to Archive any of your contacts from the Contact Hub you may simply click on the 3-dots icon next to any contact and a drop-down box will appear. You will see the Archive option at the bottom of the drop-down.

You can also Archive multiple contacts at a time by using the Bulk Actions button in the Contact Hub. Simply checkmark the contacts which you wish to archive and go to Bulk actions to Archive them.

To view all/any Archived contact, you need to go to the Archived Contacts section that appears under the Contact Hub section in the left menu. 

You can restore the contacts individually and perform bulk restore by using the checkmark option. To Restore All Contact just click on Restore All and all the contacts from the Archive Contacts will be restored.