Linxi

What this page is

Contacts is the address book for the workspace. You can add people by hand, upload a file, or find leads on the web, then organise and act on them in bulk.

Contacts is a tab in Linxi. It has its own address, /contacts, so it can be bookmarked or sent to somebody directly rather than described as a series of clicks.

A look at it

Linxi Contacts page for Sage & Stone Boutique, with add buttons, list and tag tools, and a table of 300 contacts showing phone, groups and opt-out status.
Add people by hand, upload a file or use Lead Finder, then sort them into lists, tags and groups.
Contacts in phone view, with New Contact, Upload a File and Lead Finder buttons above list tools and the start of a 300-contact table.
On a phone, the contact tools stack above the table, which scrolls sideways for more columns.

What is on the screen

  • New Contact, Upload a File and Lead Finder buttons
  • File import with column mapping and a choice of list and tags
  • Lists, tags, groups and custom fields management
  • Search with a This workspace or All my workspaces switch
  • Bulk actions: add to list, tag or group, start a workflow, look up numbers, move to trash
  • Contact table with paging, and a Trash view to restore deleted contacts

What you can do here

  • Import a spreadsheet or contact file and map its columns
  • Tag a set of contacts and start a workflow for them
  • Find businesses on the web and bring them in as opted-out leads
  • Add a custom field such as a size or a picture to every contact

Who uses it

Everyone in a workspace uses this page; leads found with Lead Finder arrive opted out until the person consents.

Also in Messaging

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