Contacts

This section provides an overview of how to manage your contacts: viewing, filtering, and adding new contacts to your database.

Contact Properties

Each contact can have the following properties:

• First Name: The contact's first name for personalization in communications.

• Last Name: The contact's last name for identification purposes.

• Phone: The contact's phone number, which is required for outreach efforts.

• Email: The contact's email address for sending additional information or follow-ups.

• Organization: The name of the organization the contact is associated with, helpful for business communications.

• Job Title: The contact's job title, allowing you to tailor your messaging based on their role.

• Address: The contact's physical address for any correspondence or location-specific outreach.

• Website: The contact's organization website, useful for research and context before outreach.

• Notes: Any additional information or reminders you want to keep regarding the contact.

Filter Contacts

To help you quickly locate specific contacts, the Contacts feature allows you to filter your contact list based on the attributes mentioned previously.

Create a New Contact

To add a new contact to your list, click on the New Contact button. You will be prompted to fill in the relevant details, including first name, last name, phone number, email, and any other applicable properties.

Upload Contacts from CSV

For bulk uploads, you can easily upload a list of contacts from a CSV file. To do this:

• Click on the Upload button.

• Select your CSV file, ensuring that it follows the required format, with appropriate columns for each contact property.

• Match the fields so that VocBee can identify the columns you want to use.

• Once uploaded, you will see a confirmation of the contacts added to your list.

Phone numbers must adhere to the E.164 international format.

-> A US phone number like [phone] should be entered as [phone]

Edit or Delete Contacts

If you need to make adjustments to an existing contact or remove them from your list, you can easily edit or delete contacts directly from the Contacts menu. Click a contact to open the detail view and edit/delete it.