Contacts

The Contacts area is used to manage people who may be called by campaigns.

Open Contacts

1. Select Contacts.
2. Choose the relevant campaign or contact list when required.
3. Use search to locate a contact.

Upload Contacts by CSV

1. Open Contacts.
2. Select the campaign/contact list.
3. Choose Upload CSV or Add more contacts.
4. If needed, select Download template to obtain the expected format.
5. Choose the CSV file.
6. Review the import preview and any validation errors.
7. Select Upload Contacts.
8. Review the import results.

Talk-Lee reports successfully imported rows and rows that could not be imported.

Contact uploads are unlimited on all plans.

Phone number format

Store numbers in full international format, including the country code, so they can be dialled reliably from any market. Talk-Lee normalises what it can, but a number missing its country code may fail to connect.

Edit or Delete Contacts

Use the available edit action to correct contact information. Use delete only when the contact should be removed.

Always respect opt-out/do-not-call requirements in your operating process.

Opt-outs and do-not-call

When a person asks not to be contacted again, record that outcome so campaigns do not call them. Review your own compliance obligations for the markets you call into.