Introduction to Contacts

Overview of Contacts in SleekFlow

Written By Iqmal (Administrator)

Updated at July 5th, 2024

Any person who interacts with your business can be saved as a contact in SleekFlow, such as a potential customer messaging you on WhatsApp, a person who clicks on your Facebook Lead Ad, or a visitor who signs up on your website. You can manage all of these contacts in the "Contacts" page in SleekFlow.

In this article, we will outline how to navigate and use the features in "Contacts" to empower your day-to-day workflows.

 

Accessing and navigating Contacts

To access the "Contacts" main page , click the icon in the side bar menu. On this page you'll find the following sections: 

  1. Side menu - The groups and lists you have segmented your contacts into 
  2. Tools - Contact management-related actions you can perform 
  3. Contacts table - The view of all of your contacts 
     

 

Contacts table

You can view all of your contacts in the contacts table, with any saved contact information displayed in each row. To sort contacts in the table alphabetically, click the icon in the “Name” column.
 


 

You can also click on a contact’s name to view their contact information on the contact details page. Learn more about the contact details page here.

 

Searching for contacts

You can search for contacts in the contact tools section, using either the search bar or filtering options. 
 

 

Search bar

Search for a contact with the search bar by inputting the contact's:

  1. First name; and/or
  2. Last name; or
  3. Phone number; or
  4. Email 

All search results will be displayed in the contacts table. 
 


 

 ℹ️ Please search contact names in the order of First name + Last name, it will not work if you use Last name + First name 

 

 

Filtering options

You can use the filtering option to search for contacts based on specific criteria. Follow the steps below to apply filters:

  1. Click "Filter by condition"

     

       2. Select the contact property you would like to use as a filter and set the rules accordingly

 

 

     3. You can add additional filter conditions by clicking “Add condition”

     4. Once you have added all of your filters, click “Apply”

     5. The filtered contacts will be displayed in the contact table 

 

Editing contact columns

You can edit the order by which contact properties are displayed within the contacts table by:

  1. Clicking “Edit columns” in the contact tool section


     
  2. You will be directed to the “Edit columns” page. Here you can adjust the sequence that columns are displayed in the contact table, change the visibility of columns, edit column names and types, and delete columns.

     


 

Sequences

When you adjust the sequence of columns, it will be reflected across the entire SleekFlow platform. To arrange the column display sequence:

  1. Click and hold onto the icon next to a contact property name
  2. Drag it to your desired order in the sequence
  3. Release
  4. Once you have rearranged contact properties into a sequence of your liking, click “Save” at the bottom of the page

 

Visibility 

You can choose to hide or show columns on SleekFlow. This will apply across the inbox and contact tables, however the property will still be present during contact creation. You can set column visibility with the following steps:

  1. Toggle the on/off button in the "Shown" column to your desired visibility
  2. Click "Save" at the bottom of the page

 

Edit

You can edit a column's contact property name and type, with all changes made being reflected across the SleekFlow platform. Edit a contact property and type by following the steps below:

  1. Click on the icon next to the contact property name


     
  2. Select “Edit”
  3. Update the name or the property type according to your needs

     

         4. Click “Edit” once you complete your changes

         5. Click “Save” at the bottom of the page


 

⚠️  Changing the property type will impact existing contacts, although the existing values will NOT be deleted. However, when updating that property the value will have to match the new property type.

 

 

Delete

You can delete a column by following the steps below:

  1. Click on the icon


     
  2. Select "Delete"
  3. A warning message will appear, click “Delete” to delete the column


     
  4. Click “Save” at the bottom of the page


     
  5. The property and its associated records will be deleted from the system
     

    ⚠️ Please note that deleting a contact property is a permanent action that cannot be undone. Proceed with care to safeguard any critical data you may have.