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Contacts

Click Contacts tab to open your contact in cloud phone.

Contacts tab highlighted in navigation bar Your contacts tab will open.

Contacts list with names, phone numbers, and emails To initiate a call from your contacts, click on the contact's phone number. The Phone tabwill open.

Create a New Contact/Edit an Existing Contact

To create a new contact from scratch, click + NEW CONTACTin the top right corner. To edit an existing contact, click their title.

Contacts view with edit and new contact buttons highlighted

Example of a contact form:

Warning

Fields such as Phone, Email, Address etc are in a custom form just below the top part. If you are unsure how to fill it out, your team leader or administrator will take you through this form.

New contact form with name, account, phone, email, and note fields

  1. Enter a contact name.
  2. Select an count.
  3. Select a database in which you want to save your contact..
  4. Enter a phone number.
  5. Enter a contact's email.
  6. Enter a note for the contact.