The Contacts page in Aloware Talk is where you manage your lead information without interrupting your work with contacts. Use it to find leads that need an owner, follow up on contacts no one has attended to, and build the lists you work from. To narrow the list further, see the Aloware Talk filters guide.
To open it, click Contacts in the left menu of Aloware Talk.
Contacts in the left menu of Aloware Talk
Finding leads that still need an owner
If you want to make sure every lead has someone responsible for follow-ups:
Go to Contacts.
In the Pinned section, click Unassigned Contacts.
Open a contact and, in the About this contact section, choose an owner from the Contact owner drop-down menu.
Save your changes.
Why use it? This list shows contacts not yet assigned to a user or agent. The owner handles follow-ups, updates details, and tracks interactions through calls, messages, and notes. Each ownership change is logged in the communication box on the contact's page.
Following up on unanswered contacts
If you want to work through contacts that haven't been attended to yet:
Go to Contacts.
In the Pinned section, click Unanswered Contacts.
Click the Last Engagement column header to sort the list by last engagement.
Why use it? This list collects contacts that are not yet attended to or are in the Open state, so you can follow up from one view.
Finding a contact by surname or compound name
You don't need a contact's full name to find them. Search returns the matching contact whether you type only the first name, only the surname, or the full name. This includes compound first names made up of more than one word, such as "Maria Vitoria."
Exporting only your contacts
If you want a CSV file of the contacts assigned to you:
In the Pinned section, click My Contacts.
Click the more options menu (...) and select Export List as CSV.
Why use it? Export List as CSV exports every contact in the list you have open.
Opening My Contacts first limits the file to your contacts. The same works for any pinned list.
Adding existing contacts to a list
If you want to add contacts already in Aloware to one of your lists:
Open the list.
Click Add Contacts and select Select Existing Contacts & Add to List.
Search for the contacts and add them to the list.
Some lists can't be modified. On these lists, Select Existing Contacts & Add to List is unavailable, and this note appears: "Unable to modify Filters. Duplicate this list if you want to modify." Duplicate the list first, then add contacts to the copy.
Keeping your most-used lists in the sidebar
If you want quick access to a list you work from often:
Click Go to Lists Management in the left panel.
Pin the list from the Actions menu.
To remove a list from the Pinned section, unpin it from the same menu.
Showing unread calls, voicemails, and messages on the page
If you want to see at a glance which contacts have unread missed calls, voicemails, or messages:
Click the more options menu (...) and select Edit Columns.
In Manage All Contact Columns, select the column from the left panel.
Drag and drop columns in the Selected Columns panel to place it where you want.
To go back to the default view, click Reset All Columns.
Keeping columns on a public list
On a public contact list, open the list from Lists, select Edit Columns from the more options menu (...), make your changes and click Apply. The columns you add or remove, and the order you set, stay the same after you reload the page.
Selected columns and the Apply button in the column manager of a public list
Resizing a column
To change how wide a column is, drag the edge of its header left or right. Resizing another column does not change it.
A width you set lasts while the table stays open, even when a contact in view gets a new call or text. Columns you have not resized keep their default widths.
Resizing works the same way on the Contacts page, on list pages and in the Power Dialer.
Stopping unexpected ownership changes
Ownership can change automatically through sequences, the Assign new contacts automatically setting, and syncs with external platforms. For example, a new contact goes to the first user who calls or texts them (if Assign new contacts automatically is on). Ownership can also change during a sync with a platform like HubSpot, to keep ownership data aligned.
If owners are changing in ways you don't expect:
Verify the email and user details in both Aloware and the connected platform (for example, HubSpot).
Make sure your sync rules and workflows are set up to avoid unintended overwrites.
Check the synchronization logs to find and resolve discrepancies.
To keep ownership updates manual, turn off Assign new contacts automatically:
In Aloware Admin, click Account.
Under Contacts, click Rules and defaults.
Turn off Assign new contacts automatically. The change saves on its own.
Key tips
Keep these points in mind:
Each contact has one owner. Assigning a new owner replaces the current one.
Re-added contacts are not new leads. By default, contacts that are re-added to Aloware don't appear in New Leads.
Create contacts with three details. Click Add Contacts > Create New Contact, then enter the first name, last name, and phone number.
Save filter views as lists. To reuse a set of filters, create a dynamic list and pin it to the sidebar.