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The Contacts menu helps your team manage all your contact records where users can have access to the information and associate them to other Aloware properties such as companies, email addresses, tags, etc.
There are different ways to add contacts in Aloware:
users can add contacts manually
users can add multiple contacts from a file
auto-create contacts from recent engagements
users can add contacts through integrations
Adding Contacts Manually
This is the simplest way of adding a contact to your Aloware Account.
Go to the Contacts menu
Click the +Add Contact button on the upper right
Fill up the contact's information and click the Save button
First Name, Last Name - optional fields
Phone Number - required contact field which should have a valid phone number
Email Address - optional contact field for sending marketing emails and notifications
Initial Line - the line that will be used to connect to the contact
Owner - by default, the user who adds the contact to Aloware will be the owner. The owner will be responsible for the contact's records and all its associated properties.
Tag - optional field. Users can assign multiple tags to contact to easily group them.
Importing Contacts from a File
If you have multiple contacts to add in Aloware, you can upload it from your CSV file to your Aloware account. Read Importing Multiple Contacts to Aloware article.
Auto-create Contacts from Recent Engagements
By default, if a user receives a call/ text or makes a call to a new contact, Aloware will automatically create a new contact record.
Modify Contact Information
To modify, click “No Name” from the contacts dashboard
Click the pencil icon to change the name
Adding Contact through CRM Integration
You can also add contacts to Aloware from your CRM through integration. Read our collections of CRM integrations in this article.