Effortlessly add new leads to your database and streamline your sales process with our intuitive lead management system. How to Add a Contact 1. Manual Add Log in as a Client. Click Contacts > Add Contact. Enter Name and Phone Number ...
A List organizes and segments contacts based on specific criteria like demographics, behavior, or interactions. This ensures targeted communication and streamlined contact management. Popular Use Cases for Lists 1. Outbound Campaigns Scenario: Launch ...
A Tag is a label used to categorize and group leads based on attributes like interest, status, or actions. Tags help streamline organizations and allow for quick filtering and segmentation. Popular Use Cases of Tags Outbound Campaigns 1. Lead Managem ...
Importing Contacts simplifies customer data integration and enables efficient management. Use a CSV file to seamlessly upload contacts, organize them with lists and tags, and streamline communication for better results. Before You Begin Ensure your CSV ...
Export contacts effortlessly into a CSV file for easy management and sharing. Steps: Navigate to the Contacts section and click Import/Export (top-right corner). Select the desired contact list and click Export CSV. Confirm to export or cancel to g ...
Custom Fields capture unique data, like preferences or attributes, tailored to your business needs. Why Use Custom Fields? Personalize communication. Adapt to specific needs. Gain better insights. Organize records efficiently. Ho ...
Webhooks allow external tools and platforms (like CRM systems, landing pages, or marketing forms) to push data into your white-label Voice AI platform. With lead webhooks, you can automatically add or update leads, assign them to lists or tags, and trigge ...