Manage Your Dialpad Meeting Contacts
- 30 May 2023
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Manage Your Dialpad Meeting Contacts
- Updated on 30 May 2023
- 1 Minute to read
- Print
- DarkLight
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- New
Article Summary
Dialpad Meetings allows users to easily manage their contacts. Contacts can be added manually, imported from a Google Account, or imported from a CSV file. Groups can also be created and existing contacts edited, deleted or blocked. The Edit Contacts functionality serves as a search field to quickly lookup any contact related information.
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Organizing your contacts in Dialpad Meetings makes it easier to schedule meetings and invite other Participants.
Let's take a closer look at how to manage contacts in Dialpad Meetings.
Note:
Accounts managed through Dialpad rather than Dialpad Meetings will not display the Contacts section; instead, you'll need to add, import, and manage contacts through Dialpad directly.
Add a Contact Manually
From the Dialpad Meetings dashboard, navigate to Account > Contacts > Add Contact.
Enter your new contact's name, company name, email address (for Dialpad Meetings to send conference invites), phone number (for Dialpad Meetings to dial out to), and avatar.
Contact information can always be edited if the contact was added manually through Dialpad Meetings.
Import Contacts from Google Account
From the Dialpad Meetings dashboard, navigate to Account > Contacts > Import Google Contacts and grant permission for Dialpad Meetings to access your Google Account.
If you need to edit or remove any contacts after importing through this method, you'll need to do so from the Google Account.
Import Contacts from CSV File
From the Dialpad Meetings dashboard, navigate to Account > Contacts > Import a Contacts CSV and choose the CSV file (2MB limit).
You’ll need to format the CSV file to include the following headers and in this order from left to right:
- First Name
- Last Name
- Company
- Email Address
- Email 2 Address
- Phone
- Phone 2
Create a Group
From the Dialpad Meetings dashboard, navigate to Account > Contacts > Add Group.
Enter the group's name as well as any contact names, phone numbers, or email addresses you'd like to add to this group.
Dialpad Meetings will search for existing contacts to add to your group, but this pop-up also allows you to create new contacts while creating the group.
Edit, Delete or Block a Contact
From the Dialpad Meetings dashboard, navigate to Account > Contacts > Edit Contacts
Enter the name, phone number, or email address of the contact you're searching for.
Select the contact and issue any adjustments to their contact information. You can delete or block contact from here, too. There's also an Edit Blocked Contacts button at the top of the Contacts section to easily block or unblock contacts.
Since the Edit Contacts functionality serves as a search field, use this to also quickly lookup any contact-related information.
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