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Add and edit contacts

From the Contacts list, use Add contact to open the add dialog. The title reads Add contact. You can set country, phone, name, email, company, timezone, and any custom fields your workspace has defined. To change bulk data, use Import contacts and go to the import flow instead. Contacts hub

• Contacts (Start Here)
• Import contacts (CSV)
• Custom fields
• Contact detail page

Use Add contact and Edit contact for one-off or small changes; use Import contacts for large or repeated loads. The same form is used to create a new contact and to edit an existing one from the contact’s detail page.

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Where the actions live

When you open the add or edit dialog, the app loads your custom field definitions so the right inputs (text, picklists, checkboxes, etc.) appear. On save, only the fields you filled in are sent; empty optional fields are left out where appropriate. The dialog explains that phone numbers are stored in a standard international (E.164) form on the server. You may see a short preview of how the number will be stored after you type it.

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At a glance

• Primary ID — Phone is the anchor for calling and de-duplication; use the country selector and local or full international number.
• Personalize — First name, last name, company, and timezone (searchable list).
• Your schema — Custom fields follow definitions you manage under Custom fields in Contacts; values are stored on the contact record.
• Tags can appear on the contact and in the list, but the basic add/edit dialog does not include full tag management — do not expect to edit tags from that modal alone.

What the phone preview should show: after you enter digits, a clear confirmation of the E.164 value and a readable international format when the number validates.

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Add a contact (in-app)

1. Open Contacts.
2. Click Add contact.
3. Choose Country and enter the Number (or paste a full international number; a leading + is optional when a country is selected).
4. Optionally set first name, last name, email, company, and timezone.
5. Fill any custom fields your workspace shows.
6. Submit — the list refreshes so you can find the new row.

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Edit a contact (in-app)

1. Open a contact from the list (the Contact detail page).
2. Click Edit contact.
3. Update fields and submit — the detail page updates with your changes.

What the full edit experience should show: the detail header with Do Not Call controls, Edit contact, and any lifecycle actions your role is allowed to use, in one consistent layout.

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Field reference

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Phone (required)

• Letters and invalid characters are rejected; there is a minimum length check on the digit portion.
• If your number does not start with +, the app sends your country so local numbers can be interpreted correctly.

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First name / last name

Optional; used for display and voice personalization.

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Email

Optional; the app may mention exports and follow-up workflows in helper text.

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Company

Optional; used for context, filtering, and segmentation.

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Timezone

Optional; pick from the timezone list. Set it for time-windowed dialing when your program uses it.

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Custom fields

Defined under Custom fields in Contacts; only fields you have created appear in the dialog. See Custom fields for contacts.

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Common mistakes

1. Editing one row when a CSV is systematically wrong — re-import with a corrected file from Import contacts.
2. Leaving timezone empty for cross-region programs that rely on it.
3. Creating many custom fields without ownership — see the custom fields guide for how to keep your schema manageable.

Next: make the contact actionable Use the detail page for calls, follow-ups, memory, and DNC state.

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