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.
Contacts page
The Aloware Talk contact provides you with a comprehensive list of contacts and all the relevant details you need.
On this page, you can easily view important information such as:
Contact's Name
Phone Number
The date and time you added the contact
Their last engagement
Tags
Number of unread missed calls
Number of unread voicemails
Number of unread messages
Available actions you can take to the contact call, send a message or delete
Three-Dot Menu Settings
Edit Columns - Users can also manage the column headers in Aloware Talk.
To customize the columns in Aloware Talk, simply choose the columns you want from the left panel in the Manage All contact columns window.
If you prefer, you can also rearrange the columns by dragging and dropping them in the Selected Columns panel. This allows you to organize the information exactly how you like it.
You can also reset your view by clicking Reset All Columns.
Export as CSV - Enables users to easily download their selected contacts in CSV format for easy data management and analysis.
Delete
Contacts Page Tabs and Features
Pinned - By default, Aloware Talk displays a list of pinned contacts that are filtered, allowing you to easily see the total number of contacts in your organization at a glance.
All Contacts - displays the total number of contacts regardless of status.
My Contacts - displays the total number of contacts 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.
Lists - Lists are predefined results that you can access with a single click. It instantly displays results without adding filters and search parameters. You can also create your lists to better suit your needs.
Public Lists - Public lists are shared contact lists from your admin.
My Lists - My Lists contain all your created lists. Aloware Talk's Contact page allows you to make your lists. On top of that, you can also group your lists into folders to make them more manageable.
Types of Lists and Adding Contacts
This is filter-based list and would automatically update as the contact's properties change.
You manually select and order your contacts. It doesn't update automatically.
My Contacts
Enabling My Contacts will display all contacts assigned to the user.
The "contact owner" refers to the agent or user who is responsible for managing the contact.
They ensure that contacts are effectively managed and followed up on, nurturing contact engagement through activities such as making phone calls, sending emails, updating contact information, and tracking interactions.
The contact owner can be assigned when adding contacts via importing, integrating, or manually adding them.
Each contact can only have one owner in Aloware.
To update the contact owner in Aloware Talk, you can follow these steps:
Log into your Aloware Talk account and access Communications or Contacts.
Select a contact and go to their page.
In the About this contact section, change the "contact owner" from the drop-down menu.
Save the changes, which will be logged in the communication box on the contact’s page.
Filters
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.
Read this guide for the list of all Aloware Talk filters.
Add Contacts
To manually add individual contacts, simply click on the "Add Contacts" button.
In the Create Contact window, enter the necessary details and then click on the Save button to save the contact information.
First Name
Last Name
Phone Number
