Contacts

Organize contacts with fields and labels

Keep contact data and labels useful for search, teamwork, and audience selection.

Published · Updated

Well-organized customer data makes conversations, search, and broadcasts more accurate. Start with clear fields and a small, meaningful set of labels.

Before you start

You need permission to view and edit contacts and a shared understanding of which data your team needs.

Steps

  1. 1

    Open a contact

    Go to Contacts and open an existing record or create a new one.

  2. 2

    Update core details

    Review the name, contact method, and other available fields; avoid adding unverified information.

  3. 3

    Apply labels

    Use available labels to identify customer status or request type, with team-agreed meanings.

  4. 4

    Test retrieval

    Search or filter by the data or labels you added to confirm the record is easy to find.

Check the result

The record displays the correct values and can be found using search or filters.