Manage and import your contacts

Every person who fills in a form, chats, books or buys is saved as a contact. Their record shows everything they have done with your business.

Work with contacts

1. Open Messages & customers → Contacts.
2. Search or filter the list, or click Add contact. A phone number alone is enough.
3. Open a contact to see their activity, submissions, chats, orders, bookings, emails and texts.
4. Add tags, notes and custom fields, and set their stage. See Use pipeline stages, owners and tasks.
5. Check their Language. It is filled in from their browser and used when journey emails are translated.

Import a spreadsheet

1. Connect Mondovo to ChatGPT or Claude. See Use Mondovo from ChatGPT, Claude or the API.
2. Give it your spreadsheet and ask, for example, "Import these contacts into my bakery site."
3. It matches your columns to your contact fields and shows what it would add or change first. Approve it. Extra columns are kept as custom fields.

Good to know

• Imported contacts do not start your welcome journeys.
• Importing a list is not permission to email or text people. Only email people who agreed to hear from you, and text only people who opted in.
• Store sites also have Customers, showing buyers and what they have spent.
• To group contacts, see Create a contact segment.