At a glance
Overview
- 1 Open WhatsApp Suite → Contacts (Manage Contacts).
- 2 Use search (name, notes, groups — phone if you have permission) and the group filter / sort controls to find people.
- 3 Click Create to open Create A New Contact.
- 4 Enter Name and WhatsApp Number (with + and country code), optionally assign groups, DOB, anniversary, and a short note.
- 5 If you have custom fields, click Proceed to Custom Fields, fill them, then Create Contact — otherwise submit from step 1.
Tips
- Row actions include Open CRM, Send Message (single-contact campaign), and Delete.
- Use Cleanup Tools in the Manage Contacts toolbar to merge duplicate phones, apply WhatsApp profile names, or find undeliverable contacts that may not be on WhatsApp.
- For bulk lists, see Import & export. For segments and Un-subscribers, see Groups & bulk actions.
- Custom fields and Contact CRM have their own guides — use Related guides below.