Manage contacts

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Overview

The Contacts section in Amplify lets you store and manage contact details used across the platform. From a single contact record, you can place calls, send messages or faxes, request signatures, and review past activity. Contacts are shared across your workspace based on access settings, ensuring teams stay aligned.

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Contacts list

The contacts list gives you a centralized view of all saved contacts. From this view, you can:

• Search contacts by name
• Sort contacts alphabetically or by newest/oldest
• View key details like organization, phone number, email, and role
• Quickly take actions such as Call, Chat, Send Fax, Request Signature, or Meet

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Starred contacts

Star important contacts to access them quickly from the Starred section in the sidebar.

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Blocklists

Blocked contacts appear under Blocklists, helping you manage unwanted communication.

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Add Contacts

You can add contacts to Amplify either by creating them manually or by importing multiple contacts at once using a CSV file.

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Add a New Contact Manually

Use this option when you need to add a single contact.

1. Go to Contacts
2. Click + New Contact
3. Enter contact details such as:
   • Name
   • Organization and position
   • Phone number and/or fax number
   • Email address
4. (Optional) Add custom fields
5. Click Save

The contact is added immediately to your contacts list.

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Import Contacts Using CSV

If you need to add multiple contacts at once, you can import them using a CSV file.

1. Go to Contacts
2. Click Import CSV
3. Upload a CSV file (maximum size: 10MB)
4. Map CSV columns to contact fields
5. Review the mappings and click Import

CSV files from tools like Google Contacts, HubSpot, Salesforce, or custom sources are supported.

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Edit or delete contacts

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Edit a contact

1. Open Contacts
2. Click a contact name
3. Update any field in the Contact Details panel
4. Click Save

Edits are applied immediately.

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Delete a contact

1. Open the contact
2. Click the more options (⋮) menu
3. Select Delete Contact
4. Confirm deletion

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Contact details & activity timeline

Each contact has a dedicated details page that includes:

• Contact information (phone, fax, email, address, custom fields)
• Quick action buttons (Call, Chat, Send Fax, Request Signature, Meet)
• An Activity Timeline showing:
  • Calls
  • Faxes sent and received
  • Signature requests
  • Other interactions

You can filter the timeline by activity type for faster review.

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Organize contacts

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Contact groups

Assign contacts to groups to organize them by team, customer type, or purpose. Groups can be selected and filtered from the contacts list.

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Columns & layout

Use Manage columns to control which fields appear in the contacts table, helping you focus on the data that matters most.

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FAQs