Contacts & CRM
Everything about contacts, smart lists, tags, custom fields, and segmentation.
11 articles
Contacts overview
How contacts are stored, deduplicated, and surfaced across Open Doors.
4 min read
Custom fields
Add text, number, date, dropdown, and multi-select fields unique to your business.
4 min read
Smart lists
Saved filters that update themselves as contacts qualify in or out.
4 min read
Tags
Lightweight labels for grouping, segmenting, and triggering automations.
3 min read
Merge duplicate contacts
Manually merge or run the bulk dedupe tool.
4 min read
The contact timeline
Every interaction in chronological order.
3 min read
Tasks and notes
Add to-dos against a contact and assign them to teammates.
3 min read
CSV import for contacts
Upload, map, and tag a contact import.
5 min read
Export contacts
Export to CSV with your selected fields and filters.
3 min read
Do Not Disturb
Pause SMS, email, calls, and WhatsApp on a per-contact basis.
3 min read
Restore deleted contacts
Recover contacts from the trash within 30 days.
2 min read