Contacts
Profiles, fields, tags, lifecycle, segments, import and merge.
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Contacts OverviewLearn how the Contacts module stores every customer who messages you, and how to search, filter, sort into segments and manage people and companies.Contact ProfileSee everything about one customer on their contact page: details, channels, lifecycle, tags, companies, conversations, satisfaction ratings, deals and change history.Contact FieldsCreate custom contact and company fields to store extra customer data, choose where they show in the inbox, and rename, hide or reorder the built-in fields.TagsUse tags to label contacts and companies (like VIP or Wholesale), then filter, segment, route and automate with them across the inbox, broadcasts and workflows.Lifecycle StagesSet up lifecycle stages to track where each contact or company is in your sales journey, with a default stage, a won stage, lost stages and an inbox per stage.SegmentsGroup contacts into dynamic or static segments using tags, channels, lifecycle, activity and custom fields, then use them as broadcast audiences.Importing ContactsImport contacts or companies from a CSV or Excel file, map each column to a Resool field, and update existing contacts instead of creating duplicates.Merging ContactsFind duplicate contacts that share an email or phone, merge them into one profile with all their conversations and channels, and unmerge a channel if needed.CompaniesKeep the companies and brands you work with in Resool, link people to them with their roles, and see each company's conversations, projects, tags and files.Contact Data and PrivacyControl who sees contact emails and phone numbers, export or erase a contact's personal data on request, record WhatsApp marketing consent and block unwanted contacts.