Agent Dashboard Part 4 - Contacts

Updated: June 3, 2024

In our last article, Agent Dashboard Part 3, we covered the "SMS" tab and how to view and respond to contact text messages.

Contact Navigation Tab



Contacts Section

Contacts are the individuals or business entities that you intend to do business with. The table under the "Contacts" section displays contacts, filtering options, the "Edit Table," "Upload Contacts," and "Create Contact."

*Note: In order for agents to view all contacts on the agent dashboard, the "Allow Agents to View All Contacts" setting must be enabled under account settings. If it's disabled, agents only see contacts that have "Created by" and/or "Owned by" attributed to the user.

Contacts. To open a contact, hover your mouse over a contact and click on the contact row, or check the box on the left side of the row.



After a contact has been selected, on the lower left corner of the page, click View on Dashboard to view the contact on the "Dashboard" navigation tab or click Edit Contact to edit contact fields for that contact.



Filter. If the agent needs to search for contact(s), click the Filter button, located in the top center of the page, to narrow down the query. This opens the "Filter Contacts" page where contacts can be searched by personal information, meta data, buckets, and tags. After the query parameters are set, click Filter Results to run the query.

Edit Table. Click Edit Table to open the table column organizer. This allows agents to add, remove, and rearrange contact columns under the "Contact" section.

Upload Contacts. Click Upload Contacts to upload phone lists. This allows agents to upload .csv phone list files into the account.

*Note: In order for agents to upload phone lists on the agent dashboard, the "Allow Agents to Import Contacts" setting must be enabled under account settings. If it's disabled, the agent

Read more in depth about uploading phone lists by clicking HERE.

Next Article: Agent Dashboard Part 5 - Recent Calls