Contacts

A contact is one person you call, text or email. The Contacts page lets you search every contact in your account, and each contact has its own page showing their details, tags, Do Not Call status and full call, text and email history.

Before you start

• Contacts usually come from an import, an integration or leads sent in by webhook. You can also add one by hand (below).
• Your role controls what you can see and change. Some roles hide certain fields, such as email or phone. See Team members.

Search for contacts

1. Click Contacts in the top navigation. The Contacts Advance Searches page opens.
2. Fill in one or more filters. Which filters you see depends on your account. Common ones are name, email, phone, company, title, location and tags, plus any custom attributes set up as search filters.
3. Click Search.
4. Click Reset to clear every filter.

Text filters match the start of a value. Searching Jo finds "John" and "Jones", but not "Major". Range filters have a minimum and a maximum, and date filters have a from and a to date.

The results table shows Name, Company, Address, Email, Phone, Tags and Created On. Your filters are kept in the page address, so you can bookmark a search or send the link to a teammate.

Create a list from your search results

1. Run a search.
2. Click Create List from All Results.
3. Enter a List Name.
4. Optionally enter a Tag. If you do, every contact in the new list gets that tag.
5. Click Create List.

The list is built in the background, and you're notified when it's ready. It then appears on the Lists page.

Open a contact

Click a contact's name in the results. The contact page shows:

• The header: name, company and title, email, phone, address, time zone and where the contact came from (Source).
• Tags and DNC: the contact's tags, and whether calls, texts and emails are blocked (Call, Text, Email: Yes or No).
• Custom attributes: every other field stored on the contact.
• Calls: each call with its outcome and a Transcript link.
• SMS and Emails: the contact's message history.

Click ← Contacts to go back to your search.

Edit a contact

1. On the contact page, click Edit.
2. Change any field: First name, Last name, Email, Phone number, Company, Title, address fields, Timezone, Linked in, website url, Value and the lead-consent tokens (Trusted Form Token, Jornaya Token).
3. Use Other Emails and Other Phone numbers to add extra addresses and numbers. Click + Add in each.
4. Add tags with + Add tag.
5. Open Additional Attributes to fill in custom fields.
6. Click Update.

Add a contact by hand

1. Click the + button in the top bar, then New Contact.
2. Fill in the fields as above.
3. Click Save.

To add many contacts at once, import a spreadsheet instead.

Mark a contact Do Not Call, Text or Email

You set Do Not Call status from a conversation in the Inbox.

1. Open a conversation with the contact.
2. Click DNC.
3. Switch on Do not call, Do not text or Do not email as needed. Each switch shows Calls allowed, Texts allowed or Emails allowed when it's off.
4. Click Update.

Bigly won't call, text or email the contact through the blocked channels. To mark a whole list, use Mark DNC on the list. See Lists and the Compliance overview.

Common questions

I imported someone twice. Do I have two contacts? Usually not. Bigly matches imported rows to existing contacts by email or phone and updates the existing contact. See Importing contacts.

Can I delete a contact? Yes, from the list it belongs to: open the list and click Delete on the contact's row. See Lists.

Why can't I see a contact's phone number? Your role may hide it. Ask an admin.

Related

• Importing contacts
• Lists
• Tags
• Custom attributes
• Archived contacts