How can I add contacts?

Contacts aren't saved in CLINQ but rather in your CRM, so the first step is to add your CRM to CLINQ. The contacts in your CRM will sync with CLINQ. You can also add new contacts to your CRM through CLINQ.

You can create contacts in two ways: from the call list or from the contact list:

Call list:

  • Any calls to or from numbers not yet saved in your CRM will appear as just the phone number. Click on the call to open the Call Details and click the symbol "create new contact" to add the contact.
  • First select your CRM. For example: Google or Outlook
  • Add the first and last name, company, and and click Save.

Contact list:

  • First go to the contact list. 
  • Press the plus in the upper right corner. 
  • Select the CRM you want to save the contact to and then fill in the first and last name and Email Address fields.

How do I add favourites?

  • First, head to your Contacts page.
  • For Desktop, Open the Contact Details of a contact by clicking on the contact and then clicking on the Star in the Favorite field.

  • On iOS, simply go to the contact details of the desired contact via the contact list. There you can mark the contact as a favorite by clicking on the banner "Add contact to Favorites".

How do I quickly find and call my favourites?

  • In addition to the standard location of the contact in your contacts list, you'll also find your favourites listed as icons at the top of your call list.
  • If the favorited contact only has one phone number, you can call them with just a click here.
  • If the favorited contact has two numbers, you'll be asked to select which number to call after clicking on the contact.

  • In iOS, the favorites are pinned at the top of the contact list. Clicking on this favorite opens the contact details. The call can be started by clicking on the phone number.

How many favorite contacts can I have?

  • You can have a maximum of 10 favorite contacts.

Why can't I favorite local iPhone contacts?

  • Since the local contacts are only visible on the iPhone, but the favorites are synchronized to the other apps, only contacts from a CRM can be favorited. This is the only way to ensure synchronization.

What contact information is visible under the favorited contact icons?

This information depends on what information is saved under the contact.

  • If a first name is saved, then the first name will be shown.
  • If no first name is saved, then the last name will be shown.
  • If there is no first or last name saved, then the company name will be shown.
  • If none of the above is saved, then the phone number will be shown.

Known issues

Error message: Favorites could not be found in your CRM contacts

Reason: Contact was deleted in CRM instead of CLINQ or connection to CRM was disconnected.

Solution: Reconnect CRM or delete favorite (option is offered in error message).