A contact is a record that contains contact information about your customer (for example, name, telephone number, and address) and their channel preferences (that is, if, when, and how they would like to be contacted).

Contact Manager refers to the table of contact records that appears in the Contacts window of the LiveVox Portal (LVP). It is a centralized location within LVP to store and maintain the contact records of your customers, helping you to organize a large number of contacts and your customer data.

Accessing Contact Manager

To access Contact Manager, on the Configure tab, click Contacts > Contacts. Accessing U17 Contact Manager

Accessing LV19 Contact ManagerAccessing Fall 23 Contact Manager

Accessing Fall 24 Contact Manager

Uses

You can use Contact Manager to:

• Manage the attributes of your customers, such as their preferences (including consent) for each channel of communication. 

  
  

• View the interaction history of a customer and the callbacks scheduled for a customer.
  
  

  
  

• Export and import contacts.
• Create contact groups, campaigns, scheduled campaign jobs, contact export jobs, and contact import jobs.