The Contacts Panel is a very important section for your business, because it is where you can see your complete Zenvia Conversion database and all the information provided by your clients.
From this panel, you can apply various filters, and each of the icons indicated below has its own functionality:
From left to right, we have:
Select the group for which you want to see data. The name of the top group (in this example, "Zenvia Conversion - Product") will always be the first, and then the group you have chosen will appear (in this example, "Pueba Leti Group").
You can choose to view contacts by a specific category or in all existing categories.
You can choose from these options: Today, Yesterday, Last 7 days, Last 30 days, This month, Last month, All time and Custom.
We recommend always filtering by All time to get the information about contacts from the moment of intake.
In this filter, you select to consider All Users or to view only from a specific User. Depending on the choice, it will provide different information.
Next, in the icons further to the right, we have:
You decide to use an application already installed on your account or click Install Apps to perform the installation of new applications. Check out more details about this section in this article.
From this icon you can choose who will receive your broadcast messages. You can choose from the selection box, if they will only be for those who appear to Send bulk to current view or Send bulk to all.
Remember that to load more contacts into your current view, you'll need to move the panel down. To learn step by step howto send broadcast messages in this help article.
After filtering your contacts as desired, this icon allows you to download your compiled information, once again having the choice to either download the current view or all:
These are the columns displayed on the Contact Database, which you can customize according to your preferences.
In this example, we see that the columns Full name, Interested in, Agent, Status, and Closing reason are selected:
With this icon, you can create favorite filters that makes it easier to apply filters when you need to see the same data frequently:
When you click on Add filters to favorite a new window will open so you can create a favorite:
In Favorites you'll see a list of all the filters that you have previously added:
When you click on the trash can, all filters you have applied will be removed from the Contacts Panel and you can begin filtering again from scratch:
Filters are used to sort information about your contacts. Choose the filters according to what you want to display on the dashboard.
Check below what each filter represents and the possibilities of use:
It is like a label to identify a group of contacts. You can customize the labels, choosing the name and colour.
For example, you registered many leads coming from a campaign, so you can label all of them informing that they came from that campaign or if they are hot or cold leads.
It is related to the group to which an Admin or Consultant belongs. These groups represent their teams or sectors. Learn more about Arrival and Assigned Groups.
As the name suggests, it is the origin of that contact, the place where it came from, whether it came from another tool or a specific communication channel, for example.
The contact was uploaded manually by the Consultant or by bulk uploading of contacts via a CSV file.
Referring to a conversation that is still with the Attendance open or as pending.
This is the identification of the integration through which the lead entered the Contact List. This ID is very important for the support team, as it is used to search for integration errors in the Triton database.
Assignment rule ID
It is the identification that was used for the distribution of the Lead within the group it belongs to.