How to Manage Team Contacts in OVOU

How to Manage Team Contacts (Team Admins)

Easily organize and manage your team’s contacts using the Contacts section in the OVOU Team Dashboard. Add tags, filter contacts, and export them for better team collaboration and efficiency. Follow these steps to get started.

Steps to Manage Team Contacts



  • Navigate to the Contacts section in the dashboard menu.
  • Organize contacts using tags by clicking Tags > Manage tags > Create a tag, then assigning it a name and color.
  • Apply tags to contacts from the list anytime, and add more tags as needed.
  • Click on the + Set Tags button under the TAGS column to add a tag, you can add multiple tags to a contact by clicking the (+) icon.
  • Filter contacts based on Tags, Team Member Names, or by selecting a Time Filter.
  • Export contacts as a CSV file by clicking the button Export CSV File at the top right corner of the Contacts page.
If you have any questions or need support managing your team’s contacts, email us at support@ovou.com.

FAQs

  1. Can I apply multiple tags to a single contact?
    Yes, you can assign multiple tags to a contact by clicking the + icon in the TAGS column.

  2. What file format is used for exporting contacts?
    Contacts are exported as a CSV file, which can be opened in spreadsheet programs like Excel or Google Sheets.

  3. Can I edit or delete existing tags?
    Yes, you can manage tags by clicking Tags > Manage Tags, where you can edit or delete them.

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