Managing contacts

Keep every person and company you talk to in one contact book, with their full call and text history attached.

Where contacts come from

Contacts in Contacts (left sidebar) are created a few ways:

1. Manually — add a person or company yourself.

2. Automatically — contacts can be created automatically from your call and text activity, so your contact book grows on its own.

3. CSV import — click Import from CSV on the Contacts page and upload a file with a header row (recognized columns: First Name, Last Name or Name, Email, Phone, Company, Status, Source, Notes; each row needs at least a phone or email). Files created by the Export button import as-is.

4. Via the API — create contacts programmatically through the LimePhone API.

Adding a contact manually

1. Sign in at dashboard.limephone.io and open Contacts.

2. Choose to add a new contact.

3. Fill in the contact's details — name, phone number, and any other information you have, such as email or company.

4. Save.

Finding and organizing contacts

The Contacts page lets you filter by tag, list, status, source, owner, or starred, and select multiple contacts at once for bulk actions.

You can also export your contacts to CSV — the export includes the filtered view, with name, email, phone, status, source, and notes.

The contact detail panel

Open any contact to see everything in one place:

• Details — phone numbers, email, company, tags, status and priority, owner, and list membership.

• History — every call and every text conversation with this contact, across all your numbers and team members.

• Notes — capture context for your team directly on the contact.

From the panel you can start a call or a text with one click.

Need help?

Ask Ask LimeAI inside the dashboard, or email [email protected].