- 📲 Groups and Contacts
- Where to find your contacts:
- ➕ Add a new contact
- 💬 How to add contacts to groups
- 🏗️ Edit a contact
- ⭐ Favorite contacts
- 🤲 Sync contacts
- Sync Google Contacts or Office 365 contacts
- 👉 Import contacts (.csv)
- 🚀 Export contacts
- ❌ Delete a contact
- 🧱 Bulk actions
📲 Groups and Contacts
Contacts make it easier to manage people by adding or importing people and organizing them into groups. Grouping contacts simplifies the process of inviting them to your sessions or events: with a few clicks, you can add an entire group of contacts to your online meetings.
Workspace members and contacts are separate. When you add people to your contacts, you do NOT add them to your workspaces.
Where to find your contacts:
- Go to Home.
- Go to your Profile (bottom left corner).
- Click on Contacts.
- Done. Here you can find, add, and manage your contacts.
➕ Add a new contact
- Go to your profile (bottom left corner).
- Click on Contacts.
- Click on New contact (upper right corner).
- Fill in the requested information: name & email address.
- Optional: add their company name and job title.
- Click Add contact.
- They will appear in your list of contacts now.
💬 How to add contacts to groups
If you want to group your contacts, follow these steps:
- Insert your contact(s) - see above.
- Check the box next to the contacts you want to add to a group.
- Click on Add to existing group or Create group.
🏗️ Edit a contact
- Go to your profile → Contacts.
- Find the contact you want to edit.
- Click on More actions (⋮).
- Select Edit contact.
- Make the necessary changes.
- Click Update contact.
⭐ Favorite contacts
- Go to your profile → Contacts.
- Find the contact you want to promote to Favorite.
- Click the star ⭐ corresponding to their name.
- Your favorite contacts are now marked with a golden star. You’ll find them all under Favorites.
🤲 Sync contacts
Add multiple contacts at once by importing Google or Office 365 contacts.
Sync Google Contacts or Office 365 contacts
- Go to your profile → Contacts.
- Click on the More options (⋮) button (right upper corner, next to New contact).
- Click on Sync contacts.
- Select Google Contacts or Office 365.
- Click Sync.
- Choose the account you want to sync contacts with.
- Allow permissions.
- A banner will inform you that the sync was successful.
- The contacts will appear under All contacts.
You can sync multiple Google or Office 365 accounts.
You can not edit contacts and groups imported from Google or Office 365.
Should you want to unsync accounts, select More options (⋮) → Sync contacts → Active contacts connections → Disconnect.
👉 Import contacts (.csv)
- Go to your profile → Contacts.
- Click on the More options (⋮) button (upper right corner, next to New contact).
- Click on Import contacts (.csv).
- Drag and drop your file or upload it from your computer by clicking on browse files.
- A confirmation modal appears with the total number of contacts that you imported.
🚀 Export contacts
Should you want to export contacts from Sessions, follow these steps:
- Go to your profile → Contacts.
- Click on the More options (⋮) button (right upper corner, next to New contact).
- Click on Export all contacts.
❌ Delete a contact
- Go to your profile → Contacts.
- Find the contact you want to delete.
- Tick the box corresponding to the contact.
Should you want to delete more contacts at once, check their boxes and click Delete.
- The option to Delete contact will appear at the top of your contacts list. Click on it.
- Confirm by clicking Delete.
- Done
🧱 Bulk actions
To save time, you can apply an action to multiple contacts at once. Here are the bulk actions you can complete:
- Add to an existing group (option becomes available above the list of contacts after checking their boxes).
- Create a new group with the selected contacts in the new group (the option becomes available above the list of contacts, after checking multiple boxes).
- Delete contacts (option becomes available above the list of contacts after checking their boxes).