Managing contacts

Adding contacts

Contacts → Add Contact. Required: first name + at least one contact method (email, phone, or WhatsApp number).

Optional but recommended:

• Company / organisation
• Tags (e.g. "VIP", "hot-lead", "retail")
• Source (how they found you)

Importing contacts

Contacts → Import → CSV. Download the sample CSV to see the expected columns. Required columns: first_name, plus one of email or phone.

Opterflow deduplicates on email and phone — existing contacts are updated, not duplicated.

Tags & segments

Tags are free-form labels. Add as many as you like. Use them to:

• Filter your contact list
• Target campaigns at specific groups
• Mark VIPs or follow-up priorities

Segments are saved filtered views. Create one via Contacts → Filters → Save as segment.

Contact timeline

Open any contact to see their full timeline: messages sent, campaigns enrolled, invoices, notes, and meeting logs — all in chronological order.

Merging duplicates

Contacts → [contact] → More → Merge with…. Pick the contact to merge into. All history from the secondary contact is moved to the primary before the secondary is archived.