CRM (Contacts / Tags / Fields)
Organize contacts, apply tags, custom fields, segments.
Contacts Video Walkthrough
Learn how to use Contacts on ChatDaddy
How to Use the Merge Contacts Feature in ChatDaddy
ChatDaddy provides a built-in Merge Contacts feature that helps you automatically detect and combine duplicate contacts to keep your database clean and organized. Follow the steps below: --- ## 📌 S
Filtering Your Contacts in ChatDaddy
The Filter feature in ChatDaddy provides a powerful way to manage your client list by segmenting contacts based on various attributes, such as tags, messages sent, and more. This makes it easier to or
How to import contacts in ChatDaddy
Importing contacts into ChatDaddy helps you quickly build your audience for broadcasting. This guide explains the step-by-step process for importing contacts, as well as how to customize and enhance y
How to bulk reassign contacts to a different teammate
Need to quickly move contacts from one teammate to another? ChatDaddy makes it easy to bulk reassign contacts so your team stays organized and efficient. ## 📍 Step 1: Log into ChatDaddy Go to https:
How to create and manage CRM boards?
[https://drive.google.com/file/d/11BjLn5grOT2SlPM2ijsxNHE1JzBFFZZi/view?usp=drive_link](https://drive.google.com/file/d/11BjLn5grOT2SlPM2ijsxNHE1JzBFFZZi/view?usp=drive_link) ## Overview CRM and Tic
How to move tickets within CRM boards
You have three options for updating a ticket stage: --- ### Option 1: Update Ticket Stage from the CRM Page [https://drive.google.com/file/d/1dd6eV6DeuhwXE-4wfjLVyzfOsK_ANfZX/view?usp=drive_link](
How to create/update tickets automatically through message flows
## Automating Ticket Management Using Triggers and App Nodes To create, update, and manage tickets automatically without manual intervention, you can utilise triggers and app nodes in the message flo
How to filter contacts based on tickets in inbox
[https://drive.google.com/file/d/1fc2GUmAuU1EpBYuglOdIBShWrNNJnMhN/view?usp=drive_link](https://drive.google.com/file/d/1fc2GUmAuU1EpBYuglOdIBShWrNNJnMhN/view?usp=drive_link) To filter tickets in the
How to create a ticket?
You have three options for creating a ticket: ### Option 1: Create a Ticket from the CRM Page [https://drive.google.com/file/d/12WYGwlyO3wT5LgTxbDaNf5dnCDqDl99M/view?usp=drive_link](https://drive.go
One Ticket Per Contact: Simplify Your CRM Management
Imagine this: Your customer support team is managing tickets in your CRM, and every time a customer interacts with your business, a new ticket gets created. Now, instead of resolving issues efficientl
What are Custom Fields?
[https://drive.google.com/file/d/1jmYOzIhcf9k6C5I_CMEB7GQHrV4G0OAL/view?usp=drive_link](https://drive.google.com/file/d/1jmYOzIhcf9k6C5I_CMEB7GQHrV4G0OAL/view?usp=drive_link) Custom Fields let you cr
How to Tag a contact in Inbox?
You have two option to add a tag inside “Inbox” page: ### How to add tag in conversation logs: 1. Go to your Inbox. 1. Open a specific conversation log. 1. Select "+ Add Tag" and choose the desired
How to Delete Tags?
Follow these steps to delete tags in your account: ### Step 1: Navigate to the Contacts Page 1.1 Go to the Contacts page in your account. 
## Overview ChatDaddy's CRM function lets you organize customers and follow-ups using CRM Boards — create boards, set up stages/columns, and move contacts through your pipeline. ## How To Full step