1. Adding New Contacts

View contact list and create new contacts.

contacts

All created contacts will appear in the Contact List table.

Column	Description
SR.NO	Serial number of the contact in the list
Name	Full name of the contact (clickable to view details)
Type	Contact classification: `lead` or `customer`
Phone	Contact’s phone number (partially masked for privacy)
Assigned	The user or team assigned to the contact
Status	Contact's current progress status (e.g., `New`, `In Progress`)
Source	Where the contact came from: `Facebook` or `WhatsApp`
Active	Toggle switch to activate/deactivate contact visibility
Created At	Shows how recently the contact was added

Activation Toggle: Use the blue switch to turn a contact on/off.
Search: Use the top-right search box to find contacts quickly.
Bulk Delete: Select multiple checkboxes and click Bulk Delete to remove them.
Hide Fields: Click the Hide Field icon to show or hide table columns.
Import Contacts: Click Import Contacts to upload contacts in bulk from CSV or Excel.

Only active contacts may appear in downstream workflows or reports.

How to Create a New Contact

This guide walks you through the process of creating a new contact using the Add New Contact form.