Help / Directory
Directory
Group people who are not customers yet, import them in bulk with Excel, and use them for bulk messaging.
The difference between Directory and Customers
| Directory | Customers | |
|---|---|---|
| Who? | Like a phone book: people you have not done business with yet | People who do business with you or are expected to |
| Quotes/deals | No | Yes |
| Bulk messaging | Yes, by group | Yes, by list and group |
In other words, the directory is a “broad list” and a customer is a “registered, tracked person.” If someone in the directory shows interest, you can convert them into a customer.
Path: Left menu → Contacts → Directory
Directory list
Adding people one by one
- Click the New Contact button.
- Fill in the First name, Last name, Mobile, and Gender fields. In the phone box, first select the country from the flag, then type the number. You can add more than one number. See Entering Phone Numbers.
- Select a group.
- Save.
Groups
Groups are a way of labeling people. For example “Expo 2026”, “Former customers”, “Instagram contest”.
- New Group: Creates a group.
- Move records to another group: Moves the selected people in one go.
- Remove this group from records: Takes people out of the group; the people are not deleted.
Group management panel