How to add Contacts manually?

Estimated reading: 3 minutes

Overview

One of the key features of WhatCX is the ability to add contacts in a quick and easy way, making it an efficient tool for managing customers in bulk. With WhatCX, you can import large lists of contacts from a CSV file, which allows you to quickly add multiple contacts at once.

This feature is especially useful for businesses that need to manage a large number of customers and leads, as it saves time and effort compared to manually adding each contact one by one.

While we give you the option to import the contacts. You can also add contacts manually as well.

To add contact Manually follow the below steps.

1. Login to WhatCX, and click on the contacts in the left navigation.

2. Click on Add Contacts and enter the contact’s details like in the screenshot below. Enter all the information you have for that particular contact like Name, Email, Country Code, Mobile Number. You can also assign Sticky agents for the contact.

3. Post entering the details click on ‘Save Contact’ and the contact will be created.