Contact Management Basics

▶️ 1. Contact Management Video Overview

This video provides a comprehensive overview of how to add contacts, organize them with tags, and manage the Do Not Disturb (DND) settings in Velocity360. Below are the steps for manual contact creation.

Manual Contact Creation Steps

1. From your Velocity 360 dashboard, click Contacts in the left sidebar.
2. Navigate to the main list view, then click the + Add New Contact button.
3. Enter the required information, including First Name, Last Name, and at least one communication channel (Email or Phone Number).
4. (Optional) Add initial tags or notes in the relevant fields.
5. Click Save. The new contact record is now active in your database and available for campaigns.

👥 2. Switching Contact Owner & Reassigning Contacts

This video demonstrates how to reassign contacts to a different user, which is crucial for balancing workload and ensuring sales accountability.

Steps to Change Contact Ownership

1. Go to the individual contact's profile page.
2. In the right-hand information panel, find the field labeled Contact Owner.
3. Click the current owner's name or the associated pencil icon to edit.
4. Select the new user from the dropdown menu of active staff members.
5. Confirm the change. All future activities and notifications for this contact will be directed to the new owner.

Detailed Guide: Reassigning a Single Contact

The guide below provides a step-by-step visual walkthrough for reassigning a single contact record.

📧 3. Using the BCC Address for Contact Automation

Velocity360 provides a unique BCC email address that you can use to automatically create new contact records and log conversations.

How the BCC Feature Works

• To Log Activity: When emailing an existing contact from your personal inbox, simply BCC your unique Velocity360 address. The email will be logged on the contact's profile timeline.
• To Create New Contacts: If you BCC the address on an email sent to a person whose email is *not* already in Velocity360, a new contact record will be automatically created using the recipient's email address.
• Finding Your Address: Your unique BCC address is available in Settings > Profile & Preferences > Email Tracking.

This feature ensures you never lose a sales conversation, even when communicating outside of the platform.

🔀 4. Merging Contacts

This section demonstrates how to merge duplicate contact records to keep your database clean and organized.

🗑️ 5. How to Permanently Delete a Contact

This section shows you how to permanently remove a contact from your database. Warning: This action cannot be undone.

🚫 6. DND Management & Override

The Do Not Disturb (DND) status prevents the contact from receiving any further automated or manual communication (emails, texts, calls) from Velocity360.

Setting DND Status

• Access: Navigate to the individual contact profile view.
• Toggle: Find the DND status switch (often located near the contact's email/phone details). Click to toggle it ON.
• Important Difference: DND is a status you set manually. It overrides campaign enrollment. It is different from "Unsubscribed," which the contact sets themselves via a link in your email footer.
• Recommendation: Use DND if a contact explicitly asks to be taken off all communication or if a sales team needs to stop automation temporarily.

DND Override: Opt-Out or Opt-In A Contact

This section explains how to manually override the DND status to opt-in or opt-out a contact from communications.

📞 7. How to Put a Contact on Hold and End a Call

This section demonstrates the proper procedure for placing an active call on hold and correctly terminating the connection within the dialer interface.

👤 8. Add a New Contact to Your Account

This step-by-step walkthrough shows you exactly how to manually add a single new contact record to your Velocity360 account.

📞 9. How To Use The Auto Dialer On Velocity 360

This section provides a walkthrough on using the Auto Dialer feature to efficiently manage and execute your call lists within Velocity360.

🔍 10. How to Filter Contacts by Area Code

This section demonstrates how to filter your contact list by specific area codes, allowing for targeted communication and regional segmentation.

📄 11. How to upload Documents for a contact

This section walks you through the process of uploading and storing important documents directly within a contact's profile for easy access and record-keeping.