Creating a New Contact (Legacy)

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IMPORTANT: On February 21, 2022, we announced the End of Life of the Main Dialer (sometimes also referred to as “Keypad”) and associated Agent tabs in Main.

The Contacts app is replacing the legacy Contacts tab in Main. You may continue to use the legacy tab until the EoL date. However, upon the End of Support date, Talkdesk will no longer provide fixes or enhancements to the products, so you should upgrade to Talkdesk Agent Workspace. 

Conversations is replacing the Main Dialer. The Main Dialer features previously described in this article are now available in Conversations.

Jump to Conversations documentation.

Access Talkdesk Agent Workspace documentation here.

 

 

How to create a new contact

In the Contacts section, you can create new contacts, as well as search, edit and delete existing contacts. To create a new contact:

  • Select the 'Contacts' section.
  • Click the 'New Contact' button.
  • Type in your new contact’s information and press 'Save'.

You can also upload a CSV file with your contacts or import your contacts directly from an external system like your CRM or Helpdesk. To do this, simply integrate the system with your Talkdesk account.

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