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ContactsContacts Overview

Contacts Overview

The Contacts module is the central place to manage all customer information inside RateUp. It brings together contacts from multiple communication channels into a single, organized workspace.

What Is Contacts?

Contacts represent individual customers or leads who interact with your business through supported channels such as WhatsApp, Web Chat, or manual entry. Each contact stores essential details that help teams track conversations, follow-ups, and engagement history.

Contacts-overview

What You Can Do With Contacts

Using the Contacts module, teams can:

  • View all customer contacts in one place
  • Search contacts by name, phone number, or email
  • Categorize contacts using labels and lifecycle stages
  • Identify the source of each contact
  • Add, import, or export contacts
  • Manage contacts efficiently across teams

Why Contacts Matter

The Contacts module ensures that customer data is:

  • Centralized – No scattered or duplicated contact records
  • Organized – Easy segmentation using labels and lifecycle stages
  • Accessible – Quick access for support, sales, and operations teams
  • Actionable – Enables faster responses and better customer engagement

What’s Next

From the Contacts module, you can explore:

  • All Contacts – View and manage every contact
  • Groups – Organize contacts into collections
  • Custom Fields – Store additional contact information
  • Labels – Tag contacts for categorization
  • Lifecycle – Track contact progress through different stages
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