Contacts and pipelines

Add a contact and edit their details

Add customers one by one, edit their details, and see everything about them (tags, notes, deals and activity) in one panel.

  • 2 min read
  • beginner
  • Checked 5 October 2026

Before you start

  • You have the customer's WhatsApp phone number with the country code, for example +91 for India

Steps

  1. Click Contacts in the sidebar (1), then Add Contact (2). Everyone you have saved is listed below, and the search box (3) helps you find people.

    The Contacts page with Contacts in the sidebar marked 1, the Add Contact button marked 2 and the search box marked 3

  2. In the Add Contact window, type the Name (1) and the Phone (2). The phone number is the only required field, and it must include the country code. Click Create (3).

    The Add Contact window with the Name and Phone fields and the Create button marked 1, 2 and 3

  3. If you like, also fill in Email and Company, choose a Lead Source (1) so you know where the contact came from, and tick any Tags (2) that describe them.

    The Lead Source and Tags sections of the Add Contact window marked 1 and 2

  4. To change a contact later, click their name. A panel opens on the right. Edit any detail and click Save Changes (2). Messaging Consent (1) shows whether you have recorded their permission to message them.

    A contact's panel with Messaging Consent marked 1 and Save Changes marked 2

  5. The tabs at the top of the panel keep everything about this person together: Tags (1), Notes (2), Custom Fields (3), Deals (4) and Activity. Use Message to open the conversation.

    The tabs of the contact panel: Tags, Notes, Custom Fields and Deals marked 1 to 4

  6. For a quick change from the list, click the ... button at the end of a row (the sidebar item is marked 1) and choose Edit (2) or Delete.

    The row menu with Edit marked 2

Frequently asked questions

What phone format should I use?

Use the international format with the country code, for example +919810011001. A number without a country code may not reach the customer on WhatsApp.

Can I save the same number twice?

No. Each phone number can be saved once in your account. Adding it again is refused, so you never message one person from two records.

Where do contacts from my forms and ads go?

They appear here automatically, with the Source column showing where they came from. See Capture leads from Facebook and Instagram lead forms.

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