Add & Import Contacts

Add a single contact

1. Go to Contacts → click Add Contact
2. Enter their name and WhatsApp number
3. Optionally add email, company, tags, and lifecycle stage
4. Click Save

SalesByte automatically checks if the number is active on WhatsApp when you save.

Import from a CSV file

Got a spreadsheet of contacts? Import them all at once.

1. Go to Contacts → click ⋯ → Import Contacts
2. Download the sample CSV to see the required format
3. Fill in your contacts and upload the file
4. SalesByte maps the columns and imports everyone

Supported columns: Name, Phone, Email, Company, Tags, Status, Lifecycle Stage

Import from WhatsApp Groups

If your contacts are already in a WhatsApp group, you can import them directly.

1. Go to Contacts → click ⋯ → Import from WhatsApp Group
2. Pick the group from the list
3. Select which members to import (or import all)
4. SalesByte creates contacts for everyone and tags them with the group name

Contacts added automatically

When someone messages you on WhatsApp for the first time, SalesByte creates a contact for them automatically. You'll see them in your inbox and in the Contacts list.