Step-by-step tutorials

Add a contact by hand

Save one person who called, visited or messaged you.

Use this when someone calls, walks in or messages you and you want to save them. To add many people at once, import a spreadsheet instead.

What you need

  • At least one source. If you don't have one, create a source first.
  • The person's name and Indian mobile number. Their email is optional.

Add the contact

  1. Click Add Contact in the menu.
  2. Open the Select sources box and tick one or more sources. If you only have one source, it is already ticked.
  3. Type the Contact Name.
  4. Type the Contact Number using digits only, for example 9876543210. You can include the country code (919876543210), but no spaces, + signs or dashes.
  5. Optionally type the Contact Email, then click Submit.
Add Contact form with numbered fields: sources, name, number, email and Submit
The Add Contact form. The numbers match the steps above.

What happens next: a green "Contact added successfully!" message appears and the form is cleared for the next person. The contact now shows at the top of the Contacts list, in every source you ticked, and under Recent contacts on the dashboard.

Good to know

  • No duplicates. If the number is already in your account, Miaalo doesn't create a second contact. It adds the existing contact to the sources you ticked.
  • New contacts start as "Interested". Change this to "Converted" later by editing the contact.
  • Numbers are stored with 91 in front, so 9876543210 appears as 919876543210.

If your account can send SMS

Some accounts have SMS turned on. They also see a Message box on this form.

  • Leave Message empty to just save the contact. Nothing is sent.
  • If you type a message (160 characters max), Miaalo sends it as an SMS to this person as soon as you click Submit, and it uses one of your SMS credits.
  • When you type a message, a Template ID box appears. Indian SMS rules (DLT) require every business SMS to match a registered template. Ask your administrator for the template ID that matches your text.