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myCRMSIM Dashboard

Last Update 8 hours ago

myCRMSIM Conversations Page Guide myCRMSIM Contacts Page Guide

myCRMSIM Contacts Page Guide

Overview

The Contacts page in myCRMSIM helps you manage all customer contacts in one place. You can create contacts, import/export contacts, add tags, assign workflows, filter records, send messages, and manage contact settings.

1. Open Contacts Page
From the left sidebar, go to:
Contacts
Here you can view total contacts, search contacts, manage columns, add contact, and perform bulk actions.
2. Add New Contact
  1. Click the + button.
  2. Enter the required details:
    • First Name
    • Last Name
    • Email
    • Valid Phone Number
  3. Open Additional Details if you want to add:
    • Company Name
    • Tags
    • City
    • Country
    • Timezone
  4. Click Create Contact.
Note: Always search by phone number or email before creating a new contact to avoid duplicates.
3. Search Contacts
Use the search bar to find contacts by:
  • Name
  • Email
  • Phone number
Bulk Select Contacts
Select one or more contacts using the checkbox beside each contact.
After selecting contacts, you can:
  • Add contacts to automation
  • Add tags
  • Remove tags
  • Delete selected contacts
  • Export Contacts
4. Add Contacts to Automation
  1. Select the contacts.
  2. Click the Add to Automation icon.
  3. Choose the workflow.
  4. Click Add to Automation.
The selected workflow will run for those contacts.
5. Add Tags
  1. Select contacts.
  2. Click the Add Tags icon.
  3. Enter or select the tag.
  4. Click Add Tags.
Tags help organize and filter contacts.
6. Remove Tags
  1. Select contacts.
  2. Click the Remove Tags icon.
  3. Select the tag you want to remove.
  4. Click Remove Tags.
You can remove tags from selected contacts or from all contacts in the workspace.
7. Import Contacts by CSV
  1. Click the Import CSV icon.
  2. Upload your CSV file.
  3. CSV should include these headers:
first_name, last_name, email, tags, phone_number
  1. Click Import.
Important: Contacts without a valid phone number or duplicates will be skipped.
8. Import Contacts from GoHighLevel
  1. Click the Import from GHL icon.
  2. Confirm the import.
  3. Click Import Contacts.
This will import contacts from your connected GoHighLevel location.
Note: Duplicate contacts with matching phone numbers will be skipped.
9. Export Contacts
  1. Click the Export icon.
  2. Click Export.
  3. Your contacts will be exported as a CSV file.
10. Filter Contacts
  1. Click the Filter icon.
  2. Choose the filter condition.
  3. Enter or select the tag.
  4. Apply the filter.
This helps you view contacts based on specific tags.
11. Manage Columns
Click the Columns icon to show or hide table columns such as:
  • Name
  • Email
  • Tags
  • Phone
  • Channels
  • Actions
12. Delete Contact
To delete one contact:
  1. Click the delete icon beside the contact.
  2. Confirm the contact details.
  3. Click Delete.
Warning: This action cannot be undone.
13. Contact Profile Page
Click a contact to open the contact profile page.
On this page, you can:
  • View and update contact details
  • Send messages
  • View message history
  • Add or remove tags
  • Check timeline activity
  • Manage verification settings
  • Add workflows
  • Pause AI agent
  • Enable or disable inbound and outbound DND
  • Add notes
  • Edit contact
  • Delete Contact
14. Contact Details Section

The left side of the contact profile contains contact information.
You can view or update fields such as:

  • First Name
  • Last Name
  • Email
  • Phone
  • LinkedIn
  • Tags
  • General Info
  • Verification
  • Timeline
After making changes, click Save to apply the updates.
If you do not want to save the changes, click the cancel icon.

15. Edit Contact
To edit a contact:
  1. Open the contact profile.
  2. Click Edit from the top-right side.
  3. Update the required details such as:
    • First Name
    • Last Name
    • Email
    • Phone Number
    • Timezone
  4. Click Update Contact to save the changes.
If you do not want to update the contact, click Cancel or close the popup.
16. Delete Contact
To delete a contact:
  1. Open the contact profile.
  2. Click Delete from the top-right side.
  3. A confirmation popup will appear.
  4. Review the contact details.
  5. Click Delete to permanently remove the contact.
Important: Deleting a contact cannot be undone.
17. Contact Verification
The contact profile shows verification status for available messaging channels.
Channels may include:
  • SMS
  • WhatsApp
  • iMessage
  • RCS
If a channel shows Not Verified, verify it before using that channel for messaging.
Verification helps ensure messages are sent through the correct and available communication channel.
18. Message History
The center section shows the complete message history with the selected contact.
Here you can view:
  • Sent messages
  • Received messages
  • Message status
  • Message time
  • Messaging channel used
This helps you understand the full communication history with the contact.
19. Send a Message
To send a message:
  1. Open a contact conversation.
  2. Type your message in the message input field.
  3. Press Enter or click the send icon.
  4. Use Shift + Enter if you want to add a new line inside the message.
Before sending, make sure the correct messaging channel is available and active.
20. Message Channel Filters
At the top of the message area, channel filters are available.
You can use these filters to view messages by channel, such as:
  • All
  • GHL
  • SMS
  • WhatsApp
  • iMessage
  • RCS
This helps you review messages from a specific platform or communication channel.
21. Contact Analytics
The right side of the contact profile shows analytics for the selected contact.
Analytics may include:
  • Total: Total number of messages.
  • Sent: Total sent messages.
  • Received: Total received messages.
  • Response: Response percentage.
This helps users understand communication activity with the contact.
22. AI Agent Settings
The AI Settings section allows you to pause or enable AI replies for a contact.
If AI Agents Paused is enabled, no AI agent will respond to that contact.
Use this option when:
  • You want to handle the conversation manually.
  • The customer needs human support.
  • You do not want automated replies for that contact.
23. Channels Section
The Channels section shows active or available messaging channels for the contact.
It may show channels such as:
  • SMS
  • WhatsApp
  • iMessage
  • RCS
It also shows message count or activity for each channel.
Use this section to confirm which channels are being used for the contact.
24. Do Not Disturb Settings
The Do Not Disturb section allows users to stop outgoing or incoming communication for selected channels.
Outbound DND
Outbound DND stops outgoing messages to the contact.
You can enable it for:
  • All channels
  • SMS
  • WhatsApp
  • iMessage
  • RCS
Inbound DND
Inbound DND silences incoming messages and auto-replies for selected channels.
You can enable it for:
  • All channels
  • SMS
  • WhatsApp
  • iMessage
  • RCS
Use DND when a contact should not receive messages or when incoming messages should not trigger replies.
25. Notes
The Notes section allows users to add internal notes for a contact.
Notes are useful for:
  • Customer follow-up details
  • Important reminders
  • Support history
  • Manual instructions for the team
These notes help team members understand the contact’s background and status.
26. Actions Tab
The Actions tab allows users to manage workflows for the selected contact.
In this section, you can:
  • View active workflows.
  • Add a new workflow.
  • Check which campaign is assigned to the contact.
To add a workflow:
  1. Open the contact profile.
  2. Click Actions.
  3. Click + Add Workflow.
  4. Select the required workflow.
  5. Save or apply the workflow.
27. Calling Option
The contact profile may show a call icon near the contact name.
This calling feature is used for iPhone FaceTime calls. If the feature is enabled, users can start a FaceTime call with the contact directly from the contact profile.
If the call option is not working or not available, make sure:
  • The contact has a valid phone number.
  • The connected iPhone is properly set up for FaceTime calling.
  • The required device connection is active.
Final Check
Before sending messages from the Contacts page, confirm:
  1. The contact details are correct.
  2. The phone number is valid.
  3. The required channel is verified.
  4. The messaging device is active.
  5. DND is not blocking the selected channel.
  6. AI settings are configured correctly.
  7. The message routing is properly set.
  8. The contact is linked to the correct workspace or sub-account.

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