Table of Contents
Step-by-Step Instructions #
- In the sidebar, click Contact Management → Add New Contact, or click the Add Contact button in the top-right of the contacts list.
- Fill in the contact form:
- Basic Info: First Name, Last Name, Email Address, Phone Number, WhatsApp Number
- Organization: Company/Organization Name, Job Title, Department
- Location: Country, City, Address
- Tags: Add tags to categorize the contact
- Notes: Free-text notes
- Assignment: Assign to a specific user (CompanyAdmin only)
- Click Save.
What Happens After #
- The contact is saved to the CRM.
- The contact appears in the All Contacts list.
- If automation workflows are active for "Contact Created" triggers, they may start automatically.
Errors, Messages, and Exceptions #
| Message | Why It Happens | How to Fix |
|---|---|---|
You do not have permission to add contacts. | TenantUser with restricted add permission | Ask CompanyAdmin to enable add permission |
Enter a valid number that starts with + or 00 and contains 6-15 digits. | WhatsApp number format is invalid | Use international format: +1234567890 |
| Required field errors | Mandatory field left blank | Fill in highlighted fields |
Best Practices #
- Always include a WhatsApp number or email address so you can communicate with the contact later.
- Use tags consistently across your team for easier filtering.
- Assign contacts to the appropriate user so only they receive related notifications.
