Whether it’s a new lead, existing customer, or business contact, the Contact Management module helps teams maintain accurate records and access customer details whenever required.
To access the Contact module, go to WowChat navigation menu from the side panel.
Click on Contacts, and you will be redirected to the Contact Management page where you can view, create, and manage customer contact records.
What is a Contact?
A contact is a record that stores customer or business-related information within WowChat.
Each contact contains important details such as customer name, contact information, account association, tags, relationship details, and other relevant information.
Contacts help teams maintain organized customer records and provide a complete view of customer interactions across different channels.
Why Use Contact Management?
Using Contact Management helps organizations:
- Maintain organized customer records
- Access customer information quickly
- Manage customer relationships efficiently
- Keep contact details updated
- Categorize contacts using tags
- Improve communication tracking
- Maintain a complete customer history
- Provide better customer experiences
By centralizing customer information into contact records, businesses can ensure that customer data remains accurate and easily accessible.
Frequently Asked Questions (FAQ)
Contact Management allows users to create, store, and manage customer records from a centralized platform.