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Contacts
Manage your contacts, import data, organize with groups and segments, and track every interaction in one place.
9 articles
Contacts Overview
A tour of the Contacts list — what columns are shown, how to search, sort, and navigate pages.
Adding a Contact Manually
Create a single contact record directly inside WBMSG using the New Contact drawer.
Importing Contacts from CSV
Bring many contacts into WBMSG at once using a CSV file with a guided multi-step import wizard.
Filtering and Segmenting Contacts
Use the tag filter on the contacts list, or create saved segments with complex multi-field conditions.
Contact Groups
Organize contacts into static named collections for targeted outreach and easier management.
Bulk Actions
Select multiple contacts and apply changes — add tags or delete — across all of them at once.
Contact Detail and Timeline
The contact profile page shows the full history of a contact including conversations, deals, and their complete field data.
Custom Contact Fields
Extend contact profiles with fields specific to your business — industry, plan type, renewal date, or anything else.
Lead Statuses
Create and manage the lead status labels that appear on contact profiles and the contacts list.