> For the complete documentation index, see [llms.txt](https://docs.dapta.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.dapta.ai/crm.md). # CRM The CRM holds every contact your agents and sequences work with. Add a contact by hand or from a file, find it, call it or add it to a sequence, edit its details in place, keep notes for your team and Every contact your sequences call or message lives in the **CRM**. Add contacts by hand or from a file, open one to see its details and properties, act on it with one click and edit it in place. In the left sidebar, open **CRM**. {% hint style="info" %} Adding, importing, editing and deleting contacts, selecting contacts, the action buttons of an open contact, writing notes and **Customize Properties** need edit access to the CRM. With view-only access you can still search, open contacts and read their notes. {% endhint %} *** ## Find a contact Type in **Search contacts** to find a contact by name or phone number. The toolbar on the right: | Button | What it does | | ------------------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | | **Refresh** | Reloads the list and keeps your search and filters. | | **Import CSV** | Adds contacts from a `.csv` or `.xlsx` file. You choose the default country for numbers written without `+`, map your columns (the phone number column is required) and click **Import**. See [Importing data](/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/importing-data.md) for the file format. | | **Download as Excel** | Exports the contacts that match your search and filters, up to the first 10,000. | | **Columns** | Shows or hides table columns. **Contact Name**, **Tags** and **Updated At** start hidden. | | **Customize Properties** | The gear icon. Manages the properties every contact carries. See [Customize Properties](#customize-properties). | | **New Contact** | Adds one contact by hand. See [Add a contact](#add-a-contact). | *** ## Add a contact {% embed url="" %} {% file src="/files/L43FLylWUm56jvVkghsw" %} **Step 1:** Click **New Contact** in the toolbar. **Step 2:** Fill in the three fields. All are required. | Field | What to enter | | ---------------- | -------------------------------------------------------- | | **Name** | The contact's name. | | **Phone Code** | The country code. Search the list by country or by code. | | **Phone Number** | The number without the country code. | **Step 3:** Click **Save**. The contact appears at the top of the list, and you can open it right away. {% hint style="info" %} A phone number belongs to one contact only. If the number is already in the CRM, no second contact is created: search for the number to find the contact you already have. To add many contacts at once, use **Import CSV**. {% endhint %} *** ## Select several contacts With edit access, every row has a checkbox. Tick one or more contacts, or the box in the header to select the whole page. The toolbar turns into a bar that shows how many contacts are selected: | Button | What it does | | ---------- | ------------------------------------------------------------------------------------ | | **Delete** | Removes the selected contacts from the CRM after you confirm. Their history is kept. | | **X** | Clears the selection. | Changing the search or the filters clears the selection. *** ## What a contact shows Click a contact's row to open it on the right. The header shows the contact's name (or the phone number when there is no name), the phone number under it, and **⋮** with **Edit** and **Delete**. Under the header, the action buttons work on this contact: see [Act on a contact](#act-on-a-contact). The **Information** tab shows: * **Tags**: the contact's tags. * **About**: **Contact Name**, **Phone Number**, **Created at**, **Updated at** and **Contact ID**, with a button to copy the ID. * **Custom Columns**: every contact property, in the order you set in [Customize Properties](#customize-properties). A property this contact has no value for shows **N/A**. The **Notes** tab holds your team's notes on the contact. See [Notes](#notes). *** ## Edit a contact You change a contact's details right in the contact view, custom columns included. **Step 1:** Open the contact, click **⋮** in its header and choose **Edit**. **Step 2:** **Contact Name**, **Phone Number** and every value under **Custom Columns** turn into fields. Change what you need. **Step 3:** Click **Save**. It turns on as soon as you change something. **Cancel** leaves everything as it was. {% hint style="info" %} The name and the phone number can't be left empty. Custom column values are typed as text, whatever the property's data type. {% endhint %} **Edit** in a row's **⋮** menu opens a smaller window to change only the name and the phone number. *** ## Notes Notes keep what your team knows about a contact in one place. The **Notes** tab shows how many there are. 1. Open the contact and select **Notes**, or click the **Note** button. 2. Type in **Write note here...**. Press **Enter** to save the note, or **Shift + Enter** for a new line. 3. The note shows your name and when you wrote it. To change a note, click **⋮** on it and choose **Edit** or **Delete**. You can only edit or delete notes you wrote; your teammates' notes have no **⋮**. *** ## Act on a contact {% embed url="" %} {% file src="/files/RbeijAWkrFey1g0BrIlf" %} An open contact has a row of buttons under its header: | Button | What it does | | -------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Call** | Calls the contact now. Choose a **Voice agent**, fill in the agent's variables if it has any (the contact's name is filled in for you), and click **Call now**. | | **Template** | Opens **New conversation** with the contact's number filled in, so you can send a [WhatsApp template](/ai-text-agents/channels/message-templates.md). | | **Voice Seq.** | Adds the contact to a voice sequence. Pick it in **Select a sequence** and click **Add to sequence**. Sequences the contact is already active in aren't listed. | | **Text Seq.** | Adds the contact to a text sequence. Pick it in **Select a sequence** and click **Add to sequence**. Completed, cancelled and failed sequences aren't offered, and a number that is already in the sequence isn't sent again. | | **Note** | Opens the **Notes** tab to write a note. | **Call**, **Template** and **Text Seq.** need the contact to have a phone number. A row's **⋮** menu in the contacts table has **Call**, **Send template**, **Add to campaign** (the same as **Voice Seq.**), **Edit** and **Delete**. **Delete** removes the contact from the CRM after you confirm. {% hint style="info" %} A contact that had left a voice sequence and is added again goes back in line with its attempts reset. {% endhint %} *** ## Customize Properties Properties are the extra fields every contact can carry, beyond name and phone: a company, a plan, an appointment date. You map your file's columns to them when you import contacts, and each contact shows its values under **Custom Columns**. **Step 1:** Click the gear icon (**Customize Properties**) in the toolbar. The panel lists your properties by display name. **Step 2:** Click **Add Property** and fill in: | Field | What to enter | | ---------------- | -------------------------------------------------------------------------------------------------------------------------------------------- | | **Display Name** | The name shown in the CRM. | | **Field Name** | The key that identifies the property. It is filled in from the display name, in lowercase with underscores; you can change it before saving. | | **Data Type** | **Text**, **Number**, **Date** or **Boolean**. | Click **Add Property** to save it. **Step 3:** Manage the list: * Click the pencil to edit a property. You can change everything except its **Field Name**. * Click the bin to delete a property, then confirm. * Drag a property by its handle to change the order. You can also focus the handle and use the up and down arrow keys. {% hint style="warning" %} The **Field Name** can't be changed after the property is created, because prompts, flows and import mappings use it to find the value. If you need a different key, create a new property. {% endhint %} *** {% content-ref url="/pages/oAicUT9kkH5vABsAXEao" %} [Managing your sequence](/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/managing-your-campaign.md) {% endcontent-ref %} {% content-ref url="/pages/VNTA3D0KkMkBgMaNVmUR" %} [Importing data](/ai-voice-agents/how-to-create-your-first-campaign-in-dapta/importing-data.md) {% endcontent-ref %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. 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