Managing contacts using the Nextiva mobile app

Select Contacts to view all saved business contacts and teammates. Teammates are other users on the same account. A business contact may be a customer 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 viewed, edited, and deleted by the user who created the contact. 

Tap on any contact to view contact details, such as their phone number, extension, and email. 

Adding business contacts 

Under Contacts, tap Add contact > Create a business contact. Enter the contact details, and choose to make the contact private or shared. You can also upload a profile photo by tapping the Pencil on the contact’s avatar. Press Save.

Importing local contacts

To import local contacts saved on your mobile phone, tap Add contact > Import from my local contacts. Select the contacts you want to import, or choose Select All. Press Import X contacts > choose to make the contact private or shared > Import contact(s).