Edit contacts

Edit one contact

On the Contacts page, open a contact’s ⋮ menu and choose Edit, or choose Open Contact to see the contact with their chat history beside it.

You can change the name, phone number, email, company, tags, custom fields and the Campaign Opt-in switch.

The same ⋮ menu also has:

• Message: open a chat with the contact
• Block or Unblock
• Mark inactive or Activate contact. See Deactivate contacts.

Change many contacts at once

Tick the boxes next to the contacts you want, and a bar appears showing how many are selected. From it you can:

• Add Tags to every selected contact
• Remove Tags from every selected contact
• Add to segment: add them to a hand-picked segment
• Mark inactive or Mark active
• Convert to customer: on leads, turn the selected leads into customers

Note

Use Select all N matching to include every contact that matches your current filters, not just the ones on screen. The bar always shows how many contacts you’re about to change, so check it before you confirm.

When a contact was last changed

Every change updates the contact’s Updated At date, shown on the Contacts page.