Your business likely has hundreds, possibly thousands, of contacts. Phew!
You're probably looking for a way to organize them better. We'll show you how right here. OpenPhone gives you the option to add/remove more information to a contact so you can identify a contact a lot easier than just by their name.
Here's how it works:
Go to your web app inbox
Select a contact from an existing chat in the inbox or go to your address book.
On the right-hand side, you will see a set of information for your chosen contact such as their name and number. Here you can add their company name and role, a follow-up date, or whatever you choose.
To add another set of information, select
+ Add a Property
A dropdown menu will appear. You'll see options to add Multi-select tags, dates, URLs, addresses, and much more.
Use the "Multi-select" option to tag contacts. This way, you can have full context when communicating with them. You can create and use tags like "Customer", "Prospect", "Investor", "VIP"
Use the "Date" property to record the date of your next appointment or phone call
Use the "Text" property to add any custom-named text property to the contact.
Add a website, URL, or address and share it with a team member
The possibilities are endless! Click here to read an article on our OpenPhone blog about all the different ways you can use this feature.
Here is a visual of how some of these features look in the web app:
Note: Custom property fields you create will show up for all contacts. Other team members on your OpenPhone account will be able to add, edit, or remove custom property fields.
Ready to start using OpenPhone and make your business phone work better for you?