> ## Documentation Index
> Fetch the complete documentation index at: https://support.quo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing contacts

> Add, edit, organize, and manage your business contacts with custom properties, bulk operations, and team collaboration features

## Overview

Quo, formerly OpenPhone, makes it easy to organize, edit, and manage your company contacts across your team. Customize fields, sync data, and collaborate on your contact database, all in one place.

<iframe class="vidyard_iframe" title="Importing your contacts" src="//play.vidyard.com/f65XQDZ3hbq5ArJaDiA6sS.html?" width="640" height="360" scrolling="no" frameborder="0" allowtransparency="true" allowfullscreen referrerpolicy="no-referrer-when-downgrade" />

## Adding contacts

### Manual contact creation

Create new contacts one at a time:

1. Go to **Contacts**
2. Select **Add contact**
3. Enter the name, phone number, and any business details
4. Click **Save**

### Import existing contacts

For larger lists or switching systems, import contacts via:

* CSV uploads (with templates)
* Google Contacts sync
* Phone contact sync
* **AI-powered contact suggestions**\
  Quo can automatically surface potential new contacts from voicemails and call transcripts — no manual entry needed.

See our [import guide](import) for full instructions.

## Editing and managing contacts

### Mobile app

<Tabs>
  <Tab title="Adding contacts">
    1. Open the Quo app
    2. Tap **Contacts** (bottom right)
    3. Tap the **+** icon
    4. Enter contact info
    5. Tap **Save**
  </Tab>

  <Tab title="Editing/deleting">
    1. Open **Contacts**
    2. Select a contact
    3. Edit the details or tap the menu icon → **Delete**

    <Frame>
      <img src="https://mintcdn.com/resource-center/0kzxHNWOaHvcOX7U/images/core-concepts-contacts/how-to-save-edit-delete-and-ma_editing-or-deleting-contacts-f_fbff4393.gif?s=998d99483fadf65d1aef05364af8e71e" alt="Editing contacts on mobile" width="360" height="640" data-path="images/core-concepts-contacts/how-to-save-edit-delete-and-ma_editing-or-deleting-contacts-f_fbff4393.gif" />
    </Frame>
  </Tab>
</Tabs>

### Web/desktop app

<Tabs>
  <Tab title="Adding contacts">
    1. Launch the [web](https://my.quo.com/signup) or desktop app
    2. Click **Contacts**
    3. Select **+** above the search bar
    4. Add contact info and any custom properties
    5. Click **Save**

    <Frame />
  </Tab>

  <Tab title="Editing/deleting">
    1. Go to **Contacts**
    2. Find the contact via search or scroll
    3. Click the contact to edit
    4. Or click **...** → **Delete**

    <Frame>
      <img src="https://mintcdn.com/resource-center/0kzxHNWOaHvcOX7U/images/core-concepts-contacts/how-to-save-edit-delete-and-ma_deleting-a-contact-in-openphon_a1956294.png?fit=max&auto=format&n=0kzxHNWOaHvcOX7U&q=85&s=0d14f290342512719275003340b40bbb" alt="Deleting a contact" width="3455" height="2055" data-path="images/core-concepts-contacts/how-to-save-edit-delete-and-ma_deleting-a-contact-in-openphon_a1956294.png" />
    </Frame>
  </Tab>
</Tabs>

## Advanced contact operations

### Merging duplicate contacts

If a team member creates a duplicate contact, Quo makes it easy to clean it up.

<Note>
  Merging contacts is only available on web or desktop.
</Note>

#### From a conversation

1. Open the conversation with the duplicate contact
2. Click the **Other matching contacts found** dropdown
3. Select **Merge contacts**

<Frame>
  <img src="https://mintcdn.com/resource-center/0kzxHNWOaHvcOX7U/images/core-concepts-contacts/how-to-merge-contacts-in-openp_merge-contacts-in-openphone_41b28395.gif?s=16de63e1aa76e55fa221c5854175c199" alt="Merging contacts in Quo" width="800" height="439" data-path="images/core-concepts-contacts/how-to-merge-contacts-in-openp_merge-contacts-in-openphone_41b28395.gif" />
</Frame>

#### If no conversation exists

1. Open both contacts
2. Copy relevant fields from one to the other
3. Delete the duplicate contact

<Frame>
  <img src="https://mintcdn.com/resource-center/0kzxHNWOaHvcOX7U/images/core-concepts-contacts/how-to-merge-contacts-in-openp_copy-contact-on-openphone_bcf3bee2.gif?s=ca103fe2b7663fab74450133045ea1ec" alt="Copying contact properties" width="800" height="439" data-path="images/core-concepts-contacts/how-to-merge-contacts-in-openp_copy-contact-on-openphone_bcf3bee2.gif" />
</Frame>

### Bulk contact deletion

Clean up large lists in a few clicks.

<Note>
  Only available on web or desktop apps.
</Note>

1. Log in to [web](https://my.quo.com/signup) or desktop app
2. Go to **Contacts**
3. Select multiple contacts (use filters to narrow)
4. Click the trash bin icon
5. Confirm deletion

<Frame>
  <img src="https://mintcdn.com/resource-center/0kzxHNWOaHvcOX7U/images/core-concepts-contacts/how-to-bulk-delete-a-large-num_deleting-a-contact-in-openphon_7d6bf6f2.png?fit=max&auto=format&n=0kzxHNWOaHvcOX7U&q=85&s=68981bdbaa60fbe9f1f724f43b37171f" alt="Bulk delete confirmation" style={{ maxHeight:"450px" }} width="1550" height="922" data-path="images/core-concepts-contacts/how-to-bulk-delete-a-large-num_deleting-a-contact-in-openphon_7d6bf6f2.png" />
</Frame>

<Warning>
  Contact deletion is permanent. Confirm carefully before deleting.
</Warning>

## Contact enhancement features

### Custom properties

Capture the info that matters most with custom fields. Use tags, dates, dropdowns, and more. See our [custom properties guide](custom-properties) to get started.

### Contact notes

Add private notes to contacts so your whole team stays aligned. Learn how in our [contact notes guide](contact-notes).

### Contact sharing

Choose who on your team can view or edit each contact. See our [contact sharing guide](contact-sharing) to learn more.

## FAQs

<AccordionGroup>
  <Accordion title="Can I retrieve deleted contacts?">
    No. Deleted contacts can't be recovered. You’ll need to re-add them manually, via CSV import, or through sync.
  </Accordion>

  <Accordion title="Why can't I merge certain contacts?">
    The merge option only appears if both contacts have the same phone number. If not, copy the details manually, then delete the duplicate.
  </Accordion>

  <Accordion title="Can I export my contacts?">
    Yes. From the web app, go to **Contacts**, open the settings menu, and select **Export as CSV**.
  </Accordion>

  <Accordion title="What's the difference between editing on mobile vs web?">
    Mobile is great for quick changes like names or numbers. Web/desktop supports full editing, bulk actions, and custom fields.
  </Accordion>

  <Accordion title="Why are the merge and delete options unavailable for some contacts?">
    Merge and delete permissions depend on a user’s **workspace role** and **contact ownership**. **Owners and Admins** can merge or delete any contact in the workspace, including contacts created by integrations. **Members** can only merge or delete contacts they've personally created.
  </Accordion>

  <Accordion title="Why can’t I merge or delete contacts created by integrations like Zapier?">
    Only workspace \*\*Owners, Admins, \*\*and the **original creator of the contact (when applicable)** can merge or delete contacts, including those created via Zapier.
  </Accordion>
</AccordionGroup>

Need help? [Submit a support request](https://support.quo.com/help/submit-a-request) and we'll jump in.
