Welcome to Contacts+!
Contacts+ is a powerful contact management tool that helps you stay fully connected with your contacts. As a centralized database, Contacts+ syncs together all of your address books, merges duplicates and adds more complete and enriched contact information from the web. Contacts+ lets you keep all your contacts synchronized and up to date across your phone, desktop, and Gmail. Download our apps and you’ll be able to access your contacts everywhere you need them.
This guide serves as a resource for getting started with our Web App. We outline the first things to do as a new user, best practice actions to take, and how to become a power user. Welcome aboard!
Contacts+ resources:
- Knowledge Base: Our Knowledge Base is a good place to find all Contacts+ help articles and how-to guides.
- Contact Us: If you have any further questions, don’t hesitate to contact our Contacts+ Support team. We are here to help. Contact us here.
- Blog: Interested in the latest things on customer intelligence, contact management, and Contacts+ news? Subscribe to our blog to stay in the loop.
First steps:
To set yourself up for success, we'll walk you through the first crucial steps in setting up your Contacts+ account.
1. Download Contacts+ for Android from our website or the Google Play Store
- Create your Contacts+ account. Feel free to use the Sign Up with Google option if you have a Gmail account (by doing so, you'll use your Gmail credentials to create your Contacts+ account).
2. Complete the onboarding flow
- Connect your Google Contacts, iCloud, or Exchange/Office 365 address book to your Contacts+ account.
- Connect a social profile (i.e. Twitter).
3. Let Contacts+ sync all of your contacts
- In less than a minute, you should notice that all of your contacts have been synced to the Contacts+ for Android app.
4. Settings page
- Click the Settings [gear] icon to manage the following sections: Manage Subscription, contacts, Messaging, Block numbers, Themes, and Dual SIM mode.
- Manage Subscription: Upgrade to Premium to reap the benefits of a Premium subscription.
- Sync sources: ensure all address book sources you want syncing with Contacts+ have been added, you've selected your preferred sync settings, and you've either enabled or disabled your Device contacts.
- You can add additional address books via the [plus] icon in the bottom right-hand corner.
- Contacts :
- Name format: change how names are displayed.
- Sort contacts by: Contacts can be sorted accordingly.
- Notifications: choose whether to receive notifications on your device for transcribed business cards, contact updates, duplicates, or upcoming birthdays.
- Messaging: Change Notifications, pop-up, text size, signature, Group messaging, and MMS settings here.
- Themes: You can easily change the app theme from here.
- Dual SIM: Contacts+ supports most Dual SIM devices.
Actions:
Now that you've finished the first five steps as a new user, next we'll walk you through best practice guidelines for getting the most out of Contacts+ for Android.
1. View Contact.
- Click on a contact to view all details, add the contact as a favorite (via the … button), edit the contact (via the pencil icon), etc.
2. Assistant
- Apply updates where you see fit. If you ignore an update, it will not be offered to you again.
- Apply duplicates where you see fit. You can merge all duplicates at once or merge your contacts one at a time. When merging your contacts, all information is included in the final version of the contact. You can edit your merged contacts later.
3. Search bar
- Use the magnifying glass icon at the top of your contact list to search for contacts, email addresses, tags, and more.
4. Add a contact, capture a business card, and dial a number
- Via the blue [+] icon in the upper right-hand corner, get immediate actions.
5. Tags
- Add, edit, or remove tags -> click on a tag icon to view all contacts in it.
Become a power user:
Are you a power user yet? Almost! In the final portion of this Getting Started guide, we'll show you a few of our favorite tips and tricks.
1. Share/delete a contact
- To share or delete a contact, open it, tap vertical [ … ] >> choose which option you want.
2. Select multiple contacts to merge or bulk delete
- To select multiple contacts, tap and hold on one of the contacts you want to select. Then, tap on others.
3. Integrate with Zapier
- Use our Zapier integration to send business cards to a variety of CRMs, email marketing platforms, and more. You can find helpful instructions here.
Thanks for joining Contacts+! By the end of this guide, you should be able to leverage your Contacts+ address book to improve your contact management challenges.