How do I manage contacts added to my Birdeye account?
Using Birdeye's robust contact management system, businesses have the ability to manage, organize and sort contacts according to their business needs.
NOTE
As an enterprise-level business owner, you can manage your contacts across all the locations of your business, view contact journey and download the list of contacts. As a 'Location' level user, you can view the contacts only for the locations assigned to you.
MANAGING CONTACTS
To manage contacts, log into your Birdeye account, and click on the 'Contacts' tab on the left navigation rail. Here you can view all the contacts added to your Birdeye account.
The contact information is categorized under four sections: 'Contact name', 'Phone', 'Assisted by' and 'Last activity'. In a multi-location account, you will view 'Locations' column. Here, you will have the ability to search for contacts using the 'Search' box.
NOTE
To search for a contact, use the contact's 'Name', 'Email' or 'Phone number'.
An invalid email address or a phone number added for a 'Contact' will be highlighted in 'Red'. If you want the correct information to reflect for a contact, hover over the contact, click on the 'Actions' drop-down button and select the 'Edit option. When a slider opens on the right, you can edit the information and save the settings.
If the communication is opted out for a contact, a 'Hand' icon will appear next to it. To know more about the 'opt out' permission, read this help center article: How do I manage permissions for contacts added to my Birdeye account?
APPLYING FILTERS ON CONTACTS
To view contacts sorted by various filters including 'Location', 'Assisted by', or 'Last activity', navigate to the 'Filter by' section on the right. Now, click on the 'See all filters' button to view more filters.
When a window pops-up, select the filters you want and click on the 'Apply' button to apply the filters.
In a multi-location account, if you want to view contacts added to a particular location, use the location filter in the 'Filter by' section.
At any point, if you wish to reset the filters, click on the 'Clear' button at the top of this section. To delete a single filter, click on the corresponding 'x' icon.
