How To - Contacts

In this article, we will show you the step-by-step procedure on how to add contacts individually and in bulk.

 

Adding Individual Contacts

Step 1: Click on 'Contacts in the sidebar. Alternatively, you can browse to https://app.callhub.io/contact/.

Step 2: In the menu bar, click on '+New Contact'

Step 3: Add the 'First name,' 'The last name,' 'Contact Number,' 'Mobile Number, ' and other contact details. If adding an international number, begin with + and country code.

The system identifies a number as an International number if it is from a different country than the country set up in the account. For example, if the country is set up in the US and a France number is added, it is considered an international number.

Step 4: Select a phonebook from the drop-down, to which you want to add the contact.

Step 5: Click on 'Add.' The new contact is added to the phonebook.

 

 

 

Create a new phonebook and add contacts

Step 1: Go to the 'Phonebooks' in the sidebar

Step 2: Click on 'Create phonebook'

Step 3: Enter the name and description for the phonebook.

Step 4: Click on "Next, Add contacts". A new phonebook is created.

 

Step 5: In this step, you will get the option to add contacts individually or in bulk.

Step 6: Clicking on "Add Individual contacts" will take you the Step 1 of the above section. If you wish to import contacts in bulk, you need to click on "Import a list of contacts" and this will take you to the contacts import page. Click here to check how to import contacts.

 

Note: To create a Phonebook by uploading data from a CSV, click here.