Gestión de contactos

Learn how to effectively manage your contacts and customer relationships in Humano.

Contact Overview

Contacts in Humano represent your customers, clients, leads, and business relationships. Each contact can have multiple pieces of information including personal details, company information, and communication history.

1. Creating Contacts

You can create contacts manually or import them from external sources:

  • Manual Creation: Use the "Create Contact" button to add individual contacts with all their details
  • Bulk Import: Import contacts from CSV files or external systems
  • Integración API: Use our API to create contacts programmatically
2. Contact Information

Each contact can store the following information:

Personal Information
  • Name and surname
  • Email address
  • Phone numbers
  • Date of birth
  • Profile photo
Business Information
  • Company name
  • Job title
  • Industry
  • Contact preferences
  • Tags and categories
3. Contact Categories

Organize your contacts using categories:

  • Customers: Active paying customers
  • Leads: Potential customers
  • Prospects: Contacts in early stages
  • Partners: Business partners and suppliers
4. Contact Actions

For each contact you can perform various actions:

  • Communication: Send emails, SMS, or WhatsApp messages
  • Task Creation: Create tasks related to the contact
  • Project Assignment: Link contacts to projects
  • Note Taking: Add internal notes and comments
  • File Attachments: Attach documents and files
5. Contact Search and Filtering

Find contacts quickly using the search and filter features:

  • Search by name, email, or company
  • Filter by category, status, or tags
  • Advanced filters for custom fields
  • Quick access through the global search
6. Contact Import

Import contacts from external sources:

  • CSV file import with field mapping
  • Excel file support
  • Duplicate detection and merging
  • Import history and error reporting