Table of Contents
As a user, you may want to have an organized page to manage your lead information effectively without interrupting your main tasks of engaging with your contacts.
Aloware's Contact page provides the important fields and functionalities that will help you to understand your customer better: update contact status, call disposition, know where most of your contacts reside, etc.
The contacts page contains lead records: names, phone numbers, email addresses, addresses, etc.
Contacts Page Tabs and Features
By default, Alo Talk has a list of pinned filtered contacts indicating the total number of contacts in your organization.
All Contacts - displays the total number of contacts regardless of status
My Contacts - displays the number of contacts that you own or assigned to you
Unassigned Contacts - displays the total number of contacts that are not yet assigned to a user or agent
Unanswered Contacts - displays the total number of contacts that are not yet attended or under the Open state
New Leads - by default, re-added contacts in Aloware will not be considered new leads. Read How Admins setup New Leads under Account settings
Lists are created to organize the contacts with the same properties or common interests, either by admin or users.
Public Lists - these are lists made by the Admins and shared with users
My Lists - these are lists created by the users but cannot be shared with other users
Enabling My Contacts will display all contacts assigned to the user.
Users can filter contact properties that are relevant to them.
Primary Information - contact's basic data
Contact Location - contact's address information
Contact Relevance - filters contact's Aloware activities
Contact Communication - filters contact's engagement properties
Custom - filters contacts based on New, Unassigned, and Unanswered
Users can add contacts manually or import a CSV file. Read How to Add Contacts in Aloware Talk.
Users can also manage the column headers in Aloware Talk.