Contacts
Organise and easily sort all your contact profiles with ease on the Contacts tab.
When an instant messaging conversation is initiated by a customer who is not yet a contact, the available contact information from the instant messaging platform will be automatically saved to your Contacts tab.
For example:
When a customer starts a conversation with you on WhatsApp, information such as Phone Number and Display Name will be automatically added onto SleekFlow.
As you obtain more information about the customer, you can then edit and update the customer's information using the Contacts tab.
Click on the "Create" button on top of the contact table to add a new contact. Fill in the contact's details and click "Create Contact" at the bottom of the form to save the information.
Have a large amount of contacts to add? Use the import function instead!
You can also bulk edit a number of contacts in one go, using our bulk edit function.
First select multiple contacts or even all contacts with the tick box, and click "Edit".
You will see a pop up for you to select a specific contact field to update.
For example, you can choose, to edit Priority to High. Click "Update" to save.
Now all the contacts will be updated in one go.
You can search specific contact by name, phone number, or email address quickly in the search field.
Type in any name, phone number, or email address and click "Search".
You can filter contacts by selecting specific conditions.
