Quickly import contacts from Google Contacts or Office 365 to Nextiva or manually add contacts with just a few clicks.
Click Contacts to view all saved business contacts and teammates. Teammates are other users on the same account, whereas, a business contact may be a customer record or potential prospect. There are specific features only available for teammates, such as team presence and the ability to send and receive internal chat messages.
You can set business contacts to be public so all teammates can see the contact details, or you can set them private so only you can see the contact details. All public contacts can be edited and deleted by other users on the account. Whereas, private contacts can only be edited and deleted by the user who created the contact.
Hover over any contact to view contact details or click on any contact to view their full profile – including the entire conversation history.
Add contacts or teammates as favorites so they are easily accessible.
Adding notes to contacts
Add notes to contacts by selecting Add note on the lower left of the contact’s profile.
Select the contact to view their profile and click the ellipses > Edit contact.
Archived contacts will not appear in the contact list, however you will still be able to view the previous conversation history (calls and messages) with all archived contacts.
To archive a contact, select the contact to view their profile and click the ellipses > Archive.