👤 How to Create Individual Contacts in JotPhone

Creating contacts in JotPhone helps you manage customer information efficiently, make calls quickly, and personalize your communication.

✅ Before You Begin

Make sure you have:

• A valid phone number with the country code
• Basic contact details such as the contact’s name or company name (recommended)

➕ Steps to Add a New Contact

1. Open the Contacts Section

From your JotPhone dashboard, click on Contacts from the left-hand sidebar.

2. Click “Add Contact”

On the All Contacts page, click the Add Contact button located in the top-right corner.

3. Select Contact Destination

In the Add New Contact popup:

• Select JotPhone as the destination
• Choose Add New Contact
• Click Continue

4. Enter Contact Details

Fill in the required and optional contact information in the Add Contact Details popup.

📝 Contact Information Fields

Required Fields

First Name

The primary identifier for the contact, helping you quickly recognize and search for them.

Phone Number

The contact’s main phone number, including the country code. This is required for calling and messaging through JotPhone.

Optional Fields

Last Name

Useful for identifying contacts with similar first names.

Extension

Add an internal extension number if the contact belongs to a larger organization or office system.

Email

Store the contact’s email address for better follow-ups, record-keeping, and integrations.

Company

Add the company name associated with the contact for better organization and identification.

5. Save the Contact

Once all details are added, click the Add Contact button in the bottom-right corner to save the contact.

💬 Need Help?

If you have any questions or face any issues while configuring notifications, connect with the Support team using the live chat option available in the bottom-right corner of your JotPhone dashboard.