Business tools
Existing customer import
Import your customer roster so returning callers can be recognized.
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Zoom in or scroll to inspect details. Enabled features and results depend on your business setup and connected services.
What shapes the experience
A customer file, reviewed matches and any applicable email permission.
What to know
Importing a roster does not grant calling or texting consent. Undo removes only newly created contacts that remain untouched.
Explore connected workflows
Need setup steps or troubleshooting? Browse the written help guides.