Manage Contacts and Leads
Create, search, update, assign, import, export and organize Wemblo customer and lead records.
Overview
Search Aliases: contact directory, CRM contacts, add lead, customer database, contact record
CORE CONTACT FIELDS
Name; phone number; email; source; preferred language; status; assigned owner; tags/badges; segments; custom fields; pipeline stage; internal notes; consent or suppression status where applicable.
CREATE A CONTACT
- Open Contacts.
- Choose Add Contact.
- Enter name and international phone format, such as +92 300 1234567.
- Add email and lead source where available.
- Assign an owner.
- Add tags and required custom fields.
- Save.
- Search the record.
- Review for duplicates before creating another record.
CONTACT QUALITY RULES
- Normalize Pakistan numbers to international format.
- Do not import purchased or scraped lists.
- Record the source.
- Keep only useful fields.
- Remove or correct inaccurate information.
- Honor unsubscribe and suppression status.
COMMON ISSUES & SOLUTIONS
| Contact appears twice | Review number/email formatting and merge verified duplicates. |
|---|---|
| Contact cannot receive a campaign | Check channel identity, consent, suppression and required field. |
| Agent cannot see contact | Check active workspace, team and role. |
| Contact limit reached | Review plan, cleanup or add-on options. |
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