Stop copying and pasting or taking screenshots of contact information to share with your team. Now, OpenPhone does it for you. No copy & paste needed. 🤓
Why share contact info?
By sharing contacts, you can delegate tasks to your team members related to a specific business or client and get everyone on the same page. This way, it will be easier for your team member take over communications with a client.
Here's how it works:
When adding contacts to a shared number, those contacts are that are automatically shared with all users on that number. If you want to share contacts with users outside of a shared number, follow the steps below.
1 - Login to OpenPhone on the web
2 - You can segment contacts by how they were imported on the left-hand-side.
3- Select your desired contact(s)
3 - Click on "Bulk Share" in the upper right corner
4 - You'll see several options:
- Your workspace - if you'd like everyone in your organization will have access to this contact
- A shared phone number - everyone sharing that phone number will have access to this contact
- Invite a member - invite specific team members to have access to this contact
5 - Select the option you prefer (don't worry - you can always make changes to this!)
6 - Hit "Save". That's it!
Here is what it looks like:
It's that easy!
Ready to share your contacts at the flick of a button? Start using OpenPhone today.