Add and edit contacts

Manual contact creation is for precision: VIP lists, high-value leads, or quick fixes before a campaign.

This article covers exactly what you can edit on a contact and what belongs in import/segments instead.

At a glance

Phone is the primary identifier.
You can edit standard fields + custom fields.
Tags are visible in Contacts, but are not always editable in the basic dialog.

Add a contact (step-by-step)

Go to Contacts.
Click Add contact.
Enter phone number.
Add name/email/company/timezone as available.
Fill in any custom fields your team uses.
Save.

Edit a contact (step-by-step)

Open the contact.
Click Edit contact.
Update fields.
Save.

Field-by-field reference (what it means)

Phone (required)

Callaro normalizes phone numbers (server-side) and uses the phone as the primary dial target.

Watch out: phone validation is stricter on import than in your head

A number can look “OK” to a human but still be unusable operationally (missing country code, too short, invalid digits). Use import validation and real calling tests for confidence.

First name / last name

These are the highest ROI personalization fields for voice.

Email

Useful for enrichment, CRM linking, and internal workflow.

Company

Use company for segmentation and script adaptation.

Timezone

Timezone is operational, not cosmetic. It drives safe calling windows when you’re dialing across regions.

Custom fields

Custom fields capture “your business-specific truth” (lead source, customer tier, product line).

See Custom fields for contacts for schema design and downstream usage.

Common mistakes

Editing one contact when you should fix the CSV + re-import.
Leaving timezone blank for multi-region campaigns.
Creating a dozen custom fields without ownership.

Next: make the contact actionable

Use the detail page to review calls, follow-ups, and memory, then decide what to do next.

Open the contact detail page guide Import contacts (bulk) Campaign Wizard (Start Here)