What are Contacts in Aloware Talk?
Aloware Talk's Contacts easily organize all your customer's information and records all communication in one place.
How to Add a Contact in Aloware Talk
Go to the Contacts tab, and click the Add contact button.
Provide necessary details, and click Save.
How to Import Contacts with Aloware Talk
Aloware Admins import contacts in Aloware Talk.
Go to the Lists menu, and click the Create Lists button.
Select either Import from HubSpot or Import CSV.
If you select "Import CSV," the Import Wizard modal will guide you through the process.
Check the DNC (Do Not Call) Agreement before importing, then click the "Next Step" button. You may "Download Contacts Templates" if you do not have a clean list yet.
Update the downloaded template. Click the "Upload from Computer" button; this will display your imported list of contacts.
Aloware will show the first ten rows from your file. Assign each column to its corresponding property.
Then, click the "Next Step" button when you've reviewed your contact list.
Customize your Import Settings:
Update Existing Contact - Override original contact data with the latest imported list.
Save Unknown Columns - Selecting this option will save unknown columns to notes.
Multiple contacts for each phone number - Separate contacts with multiple phone numbers into individual entries.
When selected, number 1 at the end of contact names is added.
In Aloware Admin
In Aloware Talk
Line - Assign a line to import these contacts.
Contact List Name - Name the contact list where these contacts will be grouped.
Contact Folder - Choose the folder for placing this list.
Contact Folder and List is found in Aloware Talk
Assign Contacts to - Assign leads to an agent or ring group.
Sequence (optional) - Assign a sequence to these contacts.
Tags (optional) -Select tags to assign to the contacts. Aloware creates a date-based tag upon importing, visible on the Contacts page for easy search, filter, and sorting.
Split Tag - Divide tags into smaller ones.
After completing the settings, click the Start Import button.
