Your Clients screen shows all leads and clients that you’ve added to Privyr, with options to search your client list and phonebook, view client details, perform bulk actions, and add or import new contacts to your account.

There is also a Groups tab to view and organise your clients easily, such as by new leads, recently active, or your own custom groups.

All Clients Tab

The All Clients tab shows all new leads and clients in your Privyr account. You’ll be able to see each client’s name, a preview of their notes, and the last piece of content you sent them (if any). Click on any client to view their full client details.

New Leads received via integrations such as your website or Facebook Lead Ads will have an ‘UNCONTACTED‘ label displayed next to their name.

Use the search box at the top of the screen to find contacts in your client list and phonebook. If you select a contact from your phonebook, you’ll be given the option to import it directly to your Privyr account.

You can also use the (+) button to enter a new contact or import one or multiple contacts from your phonebook.

Tap and hold on any client to trigger multi-select mode and perform bulk actions such as bulk sending content or bulk deleting clients.

Your client list is sorted by the date the client was added to Privyr, with the most recent one at the top.

Client List Filter

You can use the Filter option on the upper right to easily filter leads on your Client List. You can apply one or more filters based on your preferences for the following criteria below, then click Apply Filters to see the filter result.

1. Date Created – date range when the client was added/created
2. Assigned to – to whom the client is assigned to
3. Date Assigned – date range when the client was assigned to the assignee
4. Follow Up – date range of the scheduled Follow Up Date of the client
5. Last Activity – date range of the last activity to the client
6. Contacted Status – if the client’s status is Contacted or Uncontacted
7. Source – which lead source the client come from
8. Groups – which Group/s the client is added to
9. Custom Client Fields (if available)

Groups Tab

The Groups tab displays the default groups as well as any custom groups you’ve created. The following default groups will always be displayed at the top of the screen:

• Uncontacted Leads that you haven’t acted on yet. This list shows the most recently received leads first, with a purple dot highlighting new leads since you last checked the list.
• View leads By Lead Source. This is a quick filter to view leads based on the lead source they came from (Facebook, Websites, Privyr Lead Forms, etc.)
• Clients who Recently Viewed Content, which are those who opened one of your file or page links in the last 7 days. This list will be sorted by the most recently viewed, with a purple dot highlighting new views since you last checked the list.

You can create, manage, and edit up to 100 custom groups, which will be displayed in alphabetical order below the default groups. View more details at Client Groups.

Bulk Client Actions

From your client list or client search results screen, tap and hold on any client to trigger multi-select mode and perform bulk actions. You can select up to 50 clients at a time, with options to perform the following actions:

• Send Content to all selected clients via the Bulk Send flow
• Manage Groups for all selected clients
• Manage Follow Ups for all selected clients
• Mark all selected clients as Uncontacted or Contacted
• Delete all selected clients

The client details screen gives you access to all the information and actions related to a given lead or client. You can view and edit your follow up date, groups, notes, and interaction timeline, contact the client, add to your phonebook, and edit or delete the client from here.

Client Details

The client’s name is displayed at the top of the screen, with buttons to send Quick Response, Call, SMS, email, or WhatsApp the client. These contact buttons will be greyed out if the relevant information is missing (e.g. no phone number or email address).

The QUICK RESPONSES button at the top allows you to send an auto-personalised message, file, or page to the client in seconds, without even needing to type. Just tap this button and select the content you wish to send. View more about Quick Responses.

Tap on the Options button in the top right to edit the client, delete the client from Privyr, mark the client as an uncontacted lead, add the client to your phonebook, or share client details.

Overview

The Overview tab shows the Follow Up, Last Activity, Groups, Custom Client Fields and Notes of the Client Detail.

• The Follow Up field shows the next follow up date for the client. You’ll receive follow-up alerts via the Privyr app on the date and time that a client’s follow up is due. Tap anywhere on this field to change the follow up date and/or time.
• The Last Activity field shows the last activity performed for the client.
• The Groups section shows all custom groups that the client is a part of. Tap anywhere on this section to add or remove the client from groups. This section will be hidden if you haven’t created any groups yet. 
• The Custom Client Fields section shows the details of your client that you’ve added as a Custom Field. This section will be hidden if you haven’t created any Custom Client Fields.
• The Notes field shows any notes you’ve added about the client. A preview of these notes will also be shown on your client list for your reference. Tap anywhere on this field to add or edit your notes.

Info

The Info tab shows the Client Information, such as their Name, Contact Details, Date created, Groups, Notes, and your created Custom Client Fields.

• The Groups section shows all custom groups that the client is a part of. Tap anywhere on this section to add or remove the client from groups. This section will be hidden if you haven’t created any groups yet.
• The Custom Client Fields section shows the details of your client that you’ve added as a Custom Field. This section will be hidden if you haven’t created any Custom Client Fields.
• The Notes field shows any notes you’ve added about the client. A preview of these notes will also be shown on your client list for your reference. Tap anywhere on this field to add or edit your notes.
• The Client Information shows the basic contact information of your client, such as their Name, Display Name, Mobile and WhatsApp Number, their Email Address and the date they were added or created to your Client List.

Timeline

The Timeline tab shows a complete history of interactions with the lead or client, including activities (e.g. phone calls, messages, meetings, and notes) as well as content that you’ve sent the client through Privyr (e.g. messages, files, and pages).

All timeline interactions are sorted chronologically by date and time, with the latest items at the top. Any files and pages shared with the client will also display statistics such as if and when the client last viewed it, the number of times viewed, and the total time spent viewing. Tap the file or page to show detailed view stats.

You can add interactions to your timeline, or tap on an existing item to view more details and options related to it.

Detailed File & Page View Stats

If you’ve shared Files and Pages with a client, you can see detailed view stats showing a breakdown of all views on the content you’ve sent, including the date and time of each view, the time spent viewing, and even what type of device it was viewed on.

Simply tap the shared file or page from the client timeline, then select ‘Show detailed view stats’.

Adding and Editing Timeline Interactions

MANUALLY ADDING ACTIVITIES

Tap the ‘+ Add Activity‘ button to manually create activities on your timeline. You’ll be prompted to select an activity type (Phone Call, Message, Meeting, Note, or Attachment), and can view and edit the following fields of the activity:

• Title is the name of the activity. It will default to the activity type (e.g. Phone Call, Message, Meeting, or Note), but you can customise the title by tapping to edit it.
• Icon is a visual representation of the activity type. You can tap it to change the icon or activity type.
• Details are optional comments about the activity. You can add as much information here as you like, or just leave it blank.
• Date & Time will determine where the activity will be displayed in the timeline. It will default to the current time, but you can tap to change it to any time in the past or future.
• Attachments allow you to attach images, videos, audio files, PDFs, and more to your activities
• Geolocation allows you to view the location you were at when this activity was created

Once you’re done, tap the ‘ADD ACTIVITY‘ button at the bottom to save it to your timeline.

For upcoming activities, you can set up alerts to receive push notifications at the time of activity, 15 minutes before activity, and/or 1 hour before activity. You can change this setting by going to your Account tab and clicking on Settings > Notifications > Upcoming Activity Alerts.

AUTOMATICALLY CAPTURED ACTIVITIES

Activities are automatically logged to your client’s timeline whenever you click the contact buttons to call, SMS, email, or WhatsApp a client. Upon returning to Privyr, you’ll be prompted with the option to update or discard the activity.

You can tap to add quick notes about your call or message directly from this prompt, and save the updates via the ‘LOG ACTIVITY’ button. For bigger changes, tap the ‘Edit’ button in the upper-right to switch to the full editing view and update the title, icon, details, and/or date & time.

If you tapped the contact button by accident or don’t want to save the activity to your timeline, just select ‘DISCARD’ when prompted.

Note that any content you send the client through Privyr, such as messages, files, and pages, will also automatically appear in your client’s timeline.

EDITING AND DELETING FROM THE TIMELINE

Tap on any timeline item to show options to view, edit, or delete it. Note that the options available will depend on the type of item selected:

• Activities (phone calls, messages, meetings, and notes) are fully editable, and can be deleted.
• Content (messages, files, pages) cannot be edited, as they reflect what was sent to the client. Instead, you’ll have options to view the content details, preview what was sent, resend the content, or delete it. Note that deleting a file or page from a client’s timeline will also make the file or page link you shared with them invalid, so they’ll no longer be able to access it.

Uncontacted Leads

New Leads received via integrations such as your website or Facebook Lead Ads will be highlighted with a purple UNCONTACTED bar when viewing their client details. They are also displayed with a UNCONTACTED label next to their name on your client list, and will appear in your Uncontacted Leads group.

You can tap on the purple UNCONTACTED bar to save the contact to your phonebook or remove the Uncontacted label. All other information and functionality is the same as the Client Details screen.

You can set a Default Intro Sequence which will prompt you to start engaging the lead with a pre-defined sequence, whenver you view an uncontacted lead in the Privyr app.

Depending on your Uncontacted Lead Settings, the UNCONTACTED label may be automatically removed when you click their contact buttons, send them a quick response, and/or add a manual timeline acttivity. You can also manually mark or unmark an uncontacted lead via the Options menu.

Share Client Details with Others

You can easily share basic lead details with others, whether they are Privyr users or not, by following these steps:

1. Go to the client that you want to share and tap on Options
2. Select Share client details
3. Select the app that you want to send the client details to (e.g. Messages, WhatsApp, Email, Telegram, Instagram, Messenger, etc.)
4. Your selected app will be populated with the following:
   • Basic client details: The client’s name, mobile number, email address, and notes. If the notes are too lengthy, they will be truncated. Full notes can be accessed by adding the client to Privyr via the provided link or QR code.
   • Link: Tapping the link will automatically add the client to Privyr, if the recipient has the app installed.
   • QR code: Scanning this QR code will also automatically add the client to Privyr, if the recipient has the app installed.

To find out how to automatically share leads received from integrations with others, view our Automatic Lead Distribution guide.

Privyr makes it quick and easy to enter new contacts, import from your phonebook, or connect to your website, Facebook, TikTok, and other lead sources so that your leads and clients are always at your fingertips.

If you’re always meeting new people, you can use our Quick Add & Send Message feature to send a personalised message to someone you just met, without having to add them to your phonebook.

Adding Contacts & Importing from Phonebook

You can add and import contacts from your contact list via two methods:

• Search Bar: use the search bar at the top to find contacts across your client list and phonebook. Tap on a phonebook contact to immediately start importing them.
• The (+) Button: tap the (+) button to manually enter a new contact or import up to 50 contacts from your phonebook at once.

Note viewing and importing of contacts from your phonebook requires permissions to your phone’s contacts. If you don’t see your phonebook contacts when searching or importing, check your phone settings and grant Privyr access to phone contacts.

Quick Add Contact & Send Message

If you’ve just met someone in person (or virtually) and want to send them a personalised message to connect immediately, you can do so in one step via the Quick Add & Send Message feature.

1. On your Client List, tap the (+) button
2. Select Quick Add & Send Message
3. Enter the contact’s name and number, then tap SEND WHATSAPP (or SMS / Email, depending on your settings)
   • You can tap-and-hold on SEND WHATSAPP to change to SMS or email
4. This will immediately send the personalised WhatsApp message
5. The contact will be added to your client list, and you’ll be able to set a follow up, add notes, add to your phonebook, or send something else.

The auto-personalised message can be fully customised or selected from one of your existing message templates. The last sent message will be saved and pre-populated the next time you Quick Add & Send.

Entering a new Contact

When entering a new client, you’ll be shown a simplified form with the following fields:

• Client Name is only visible to you within the Privyr app for easy reference and searching, and is never shown to your client. It is usually the same as the contact name in your phonebook. This field is required.
• Display Name is used for auto-personalisation and is shown to your clients on content that you send them, such as in your messages, files, and pages. Make sure this is appropriate to be seen by your client. It is usually just the client’s first name (e.g. ‘Katherine’) but can also be a more formal salutation (e.g. ‘Ms. Lim’) depending on your relationship. This field is optional.
• Mobile Number is the phone number of your contact, and used to enable quick-sending of content via apps like WhatsApp or SMS. This field is optional.
• Notes are for you to remember details about the contact, such as their preferences and requirements. These are private to you, and never shown to your clients. This field is optional.

If you wish to add more details, tap on the MORE FIELDS button to show the following fields:

• WhatsApp Number is for you to enter a number that the client uses for WhatsApp, if it is different from their mobile number. If left blank, it will be assumed to be the same as their mobile number. This field is optional.
• Email Address is the email of the contact, and is used to enable quick sending of content via email. This field is optional.

Once you’re done, tap the SAVE button to create the contact in your Privyr account. You can always edit or delete the contact at any time.

Note that the app will warn you if the contact already exists in your Privyr account, so you won’t have to worry about duplicates.

Saving to Phonebook

You can quickly save a contact from Privyr to your phonebook without having to copy and paste their details. When viewing the client in Privyr, tap on the Options menu in the top right of the screen, followed by Add to Phonebook.

This is useful when you created a contact in Privyr before adding them to your phonebook, or received a new lead to your account via your website or Facebook Lead Ads integration.

Note that the app will warn you if the contact already exists in your phonebook, so you won’t have to worry about duplicates.

Editing Clients

When viewing a client in Privyr, you can edit their contact details by tapping the Options menu in the top right of the screen, followed by Edit Client.

Note that changing the Display Name will also update the name shown on any files or pages that you previously shared with the contact.

Deleting Clients

When viewing a client in Privyr, you can delete their record by tapping the Options menu in the top right of the screen, followed by Delete Client.

You can also delete multiple clients at a time via the bulk actions feature on your client list.

Note that deleting a client will permanently remove them from your Privyr client list, along with any associated data in Privyr. All file or page links previously shared with the client will also be made invalid. However, this does not delete or affect any data in your phonebook.

Other Ways to Add Clients to Privyr

Lead Source Integrations

You can connect your Privyr account to lead sources such as your website, Facebook Lead Ads, TikTok Lead Generation, LinkedIn Lead Gen Forms, Google Forms, WordPress, Wix, Typeform, Zapier, and much more via Privyr’s lead source integrations.

Import Clients from Spreadsheet

If you have many existing contacts that you want to add to Privyr, you can import them in bulk from a spreadsheet.

Privyr has built-in follow-up reminders for every client, making it easy to keep your relationships warm and prevent any leads from falling through the cracks.

Follow-up reminders can be automatically set when you interact with a client, quickly snoozed for days, weeks, or months, and will give you contextual alerts that can be easily acted upon.

Client Follow Ups

Every client in Privyr has a follow-up reminder, which is displayed in the Follow Up section when viewing the client. You can set or change the client’s follow-up by tapping on the Follow Up section and selecting a new date and/or time.

On top of scheduling the follow-up for a day, week, or month later, you can also choose from the following options:

• Select custom date and time to specify an exact date and time to follow up.
• Someday if you want to be reminded of the client in the future, but don’t have any specific timeframe to get back in touch. The system decide when to remind you of the client.
• No Follow Up if you don’t want to get back in touch with them ever again. This is usually appropriate for lost or abandoned leads.

Follow Up Alerts

You’ll receive follow-up alerts via the Privyr app on the date and time that a client’s follow-up is due. These notifications include the client’s name, the last thing you sent them, and whether or not they interacted with it (for files and pages only).

Tap the alert to open the client details screen and view more information about them, such as their notes and timeline. From here, you can quickly contact them or send a quick response to keep your relationship warm and engaged.

Once done, you can snooze the follow-up so that you’ll be reminded to touch base with the client again in the future.

Actions Tab

The Actions tab allows you to efficiently engage and follow up with your leads by showing all the actions you need to do for your clients, including Follow Ups and Uncontacted Leads, in a single page. Simply tap on any lead to view their details and quickly perform the appropriate action.

By default, you’ll see the actions that are Due Today, but you can easily change the Due Date to Upcoming or Overdue by tapping on the Due Today banner on the upper left-hand corner.

You can apply filters to narrow down or find specific activities based on Due Date, Assigned Team Member, and Type of Action (All Actions, Uncontacted Leads, Follow Ups).

You will also see the number of clients with overdue actions at the bottom of the screen, allowing you to quickly identify which leads or clients need immediate attention because their follow ups or actions are already past due.

Follow Up Settings

Whenever you contact a client via one of the contact buttons on the Client Details Screen, or send them content (message/file/page), their follow-up date and time will be automatically updated based on your settings.

By default, if a client has no follow-up, or one that is currently due, their follow-up will be updated to 3 days later at 8:00 AM.

You can change this default setting by going to your Account > Settings > Follow Ups, then selecting the conditions to automatically set the follow-up, and the default follow-up date and time.

• Automatically Set Follow Ups: Specify the condition to update the follow-up
• Default Follow Up Date: Set how many days ahead the follow-up will be scheduled
• Default Follow Up Time: Choose the time of day for the follow-up alert

Updating Follow Ups After Contacting a Client

When you contact your client via one of the Contact Buttons on their Client Details Screen, their follow-up date and time will be automatically updated based on your Follow Up Settings.

You can quickly update the client’s follow-up by tapping on the Follow Up section and selecting a new date and/or time.

Updating Follow Ups After Sending Content

When you send content to a client through Privyr, their follow-up date and time will be displayed on the confirmation screen after sending. This follow-up date is automatically updated based on your Follow Up Settings.

You can quickly update the client’s follow-up from here by clicking on the follow-up section and selecting a new date and/or time.

Bulk Updating Follow Ups

You can view and update the Follow Ups of multiple clients at a time via the Bulk Actions feature on your Client List.

Just tap and hold on a client to trigger multi-select mode, then select the Calendar Icon in the footer to view the follow-ups of the selected clients.

You can individually update the follow-up of each client by clicking the Change button next to their name, or use the Set All option to update all at once.

Create and use Custom Groups to help manage and organise your clients, such as by product, interest level, stage, or any other categorization you like. You can create up to 100 custom groups, with unlimited clients per group and multiple groups per client.

Tap on a group to view all clients within it, with the ability to perform bulk actions such as sending content, managing groups, or setting follow ups for up to 50 clients at a time.

Your Groups Tab

The Groups tab on your Client List displays the default groups as well as any custom groups you’ve created. The following default groups will always be displayed at the top of the screen:

• Uncontacted Leads that you haven’t acted on yet. This list shows the most recently received leads first, with a purple dot highlighting new leads since you last checked the list.
• Clients who Recently Viewed Content, which are those who opened one of your file or page links in the last 7 days. This list will be sorted by the most recently viewed, with a purple dot highlighting new views since you last checked the list.

You can create, manage, and edit up to 100 custom groups, which will be displayed in alphabetical order below the default groups.

Tap on any group to view the members of the group. You can tap on any client to view their client details, or tap and hold to select multiple clients and initiate bulk actions.

Creating Groups

You can create new Groups through the Privyr app or the Privyr web, with the following fields:

• Group Name is the title of the group. Each group must have a unique name.
• Group Color lets you choose the color of the group label, to visually identify it.

You can create up to a maximum of 100 groups in your account, and can edit or delete them at any time.

Via the Mobile Privyr App

• Go to the Clients tab > Groups
• Tap the (+) button
• Enter the Group Name and select the Group Color
• Tap the CREATE GROUP button to save it to your Groups list.

Via the Privyr Web

• Click the profile photo in the upper right-hand corner
• Go to Settings
• Select Client Groups
• Click + Create new group
• Enter the Group Name and select the Group Color.
• Click the CREATE GROUP button to save it to your Groups list

Adding Clients to Groups

Once you create a Group, you’ll be taken to the Group Details screen where you can add members to the group. Tap on ADD GROUP MEMBERS and select any clients you wish to add to the group.

A group can have unlimited members, and each client can be added to multiple groups at a time.

Via the Mobile Privyr App

Once you create a Group, you’ll be taken to the Group Details screen, where you can add members to the group via these steps:

• Click Add Group Members
• Select the Clients you want to add to the Group
• Click the ADD X MEMBERS at the bottom

A group can have unlimited members, and each client can be added to multiple groups at a time.

You can also add clients to a group via bulk actions on your client list or client search results, or by tapping the Groups section on the client details screen.

Via the Privyr Web

• Go to the Clients tab
• Select the Client 
• Click the Groups field
• Select the Groups you want to assign the client to
  • A group can have unlimited members, and each client can be added to multiple groups at a time.
• Click APPLY

Groups on the Client List

When viewing your client list, the Groups that each client is a member of will be displayed below their name. If a client is in multiple groups, the first 3 groups will be shown in alphabetical order, with a plus sign and count to indicate how many more groups the client is a part of.

You can tap and hold on any client to trigger multi-select mode and perform bulk actions on up to 50 clients at a time, which includes adding or removing multiple clients to/from multiple groups.

Groups on Client Details

When viewing the client details screen, you’ll see a GROUPS section that indicates which groups a client is currently a member of. Tap on the GROUPS section to add or remove the client from each group, with the option to quickly Create New if needed.

The GROUPS section will be hidden if you haven’t created any groups yet. If the section is hidden, you can still create and add the client to a group via the Options menu > Add to Groups.

Editing and Deleting Groups

Via the Mobile Privyr App

When viewing a custom Group from your Groups tab, you can tap on the Options menu in the top right of the screen to perform a few actions:

• Bulk Actions to trigger multi-select mode and perform bulk actions on up to 50 clients at a time. You can also tap and hold on any client from the list to trigger multi-select mode. Note that the Bulk Actions option will not be shown if the group does not have any members yet.
• Edit Group Details to change the group name or group color.
• Delete Group to permanently remove it from your groups list and any associated clients. This will not delete any clients.

Note that you are not able to edit or delete the default New Leads or Recently Active groups.

Via the Privyr Web

To access the Client Groups on the Privyr web, you can easily click your profile photo on the top right corner, then go to Settings and select Client Groups.

Then, click the three-dotted button (…) next to the Group Name to perform a few actions:

• Edit Group to change the group name or group color.
• Delete Group to permanently remove it from your groups list and any associated clients. This will not delete any clients.

Bulk Sending Content to a Group

If you need to contact or engage with clients by group, you can bulk send auto-personalised content to selected or all clients within a specific group.

When viewing a Message, File, or Page, tap on the SHARE WITH CLIENT button at the bottom to show the Select Clients screen. Tap on Options at the top right of the screen and select Filter by group to view and select from your groups list.

Simply tap on Select First 50 at the top right, or select as many clients as you wish from the list, up to 50 at a time, then tap the SEND TO X CLIENTS button at the bottom to proceed with bulk sending. View more about bulk sending to clients in a group.

Organise your client information more effectively with Custom Client Fields. You can set up text, date, and dropdown fields to capture specific details for each client. This provides a more organised way to manage client information beyond Notes and Groups.

• Text Field: Capture any custom information, such as preferred meeting location, special interests, and other key information.
• Number Field: Log numerical client information, such as opportunity size, client budget, order ID, and order size.
• Date Field: Track important dates, such as contract start dates and renewals.
• Dropdown Options: Select a predefined option to categorise your clients, such as sales stages, or the type of product/service they are interested in.

These fields help to simplify information entry, and keep the most important client information organised and accessible at a glance.

Managing your Custom Client Fields

To view your Custom Client Fields, tap the Account icon in the footer, followed by Settings > Custom Client Fields.

Your Custom Client Fields List shows all fields that you have created. Tap on a field to view options to edit the field, move its position, hide it from client details, or delete it.

Tap the + Add new field button at the top to create a new Custom Field.

Note that only Privyr team admins can access the Custom Client Fields page.

Creating Custom Fields

Tap the + Add new field button at the top of your Custom Fields List to create a new Custom Field. Select from 3 field types: Text, Date, and Dropdown options.

a) Text Field

Text fields allow you to capture custom information for every client, such as preferred meeting locations, special interests, and other key information. When creating a text field, enter the following:

• Custom Field Title: The field title that will be displayed in Client Details

b) Number Field

Number fields allow you to log numerical client information, such as opportunity size, client budget, order ID, and order size. When creating a number field, enter the following:

• Number Field Title: The field title that will be displayed in Client Details
• Prefix: An optional prefix that will be displayed in client details (e.g. $1000)
• Suffix: An optional suffix that will be displayed in client details (e.g. 5,000 units)

c) Date Field

Date fields allow you to track important dates for every client, such as contract start dates and renewals. When creating a date field, enter the following:

• Custom Field Title: The field title that will be displayed in Client Details
• Notifications: Choose if and how often you want reminders for this field
  • Every Year: Get a yearly reminder on this date
  • Only on the selected year: Receive a reminder for this date just this year
  • Never: Disable notifications for this field
• Notification Timing: Set when to receive alerts as the date approaches. You will be notified according to your Default Follow Up Time. If no toggle is enabled, no notifications will be sent.
  • On the Date: Receive an alert on the exact date
  • 1 day before: Get notified 1 day in advance
  • 1 week before: Get notified 7 days in advance

d) Dropdown Options

Dropdown Options allow you to select a predefined option to categorise your clients, such as sales stages, or the type of product/service they are interested in. When creating a dropdown field, enter the following:

• Custom Field Title: The field title that will be displayed in Client Details
• Dropdown Options: The list of options for this field

Using Custom Client Fields

Select a client from your Client List to view their custom fields. Tap on a custom field to enter or edit the value.

• a. When you tap on a Text Field or a Number Field, you will be prompted to type a value into the field
• b. When you tap on a Date Field, you will be prompted to select a date
• c. When you tap on a Dropdown Field, you will be prompted to select one of the pre-defined options

You can quickly call up and add notes to multiple clients at a time via the Bulk Calling feature – all within one screen. This is a quick and efficient way of engaging with many clients at once, such as if you need to contact several new leads with an introduction or update existing clients on a new product, service, event, or offer.

You can repeat this process as many times as you like to call all of your clients, or just the clients within a specific Client Group.

Bulk Calling Clients

You can select multiple clients and initiate bulk calling from any list of clients, such as when performing Client List Filter or from a specific Client Group:

1. Enable multi-select mode by pressing and holding on any client in your client list
   • Simply tap on Select First 50 at the top right, or select as many clients as you wish from the list (up to 50 at a time).
   • You can also tap-and-hold on Select First 50 for more options, such as selecting the first 10 clients, 25 clients, 50 clients, or unselecting all.
2. Click the call icon to proceed with Bulk Calling
   • Alternatively, tap on More Actions > Call clients

In the Bulk Calling screen, you will see a list of your selected clients along with the following options:

• Notes Checkbox
  • Check this box if you want to be prompted to add notes to your Phone Call Activity Details after each call
• Bulk Call & Edit Clients
  • CALL Button:
    • Tap this button to call the selected client
    • If the client has already been called, you can tap the CALLED button to call them again
  • Edit Client:
    • Before sending: Tap the client to edit their name or contact details, if needed.
    • After sending: Tap the client to update their follow up date and/or time, call notes, groups, or edit their contact details.
• Usage Tips
  • Tap this to view in-app tips on how to Bulk Call your clients
• Done
  • Once you’re done, you can tap the DONE button in the top-right of the screen to finish and go back to your client list

Note that the Bulk Calling option is only available if you have 3 or more clients in your account, and will not allow you to add or select contacts from your phonebook during the process. Make sure to add all recipients to Privyr before bulk calling them.

You can import clients to Privyr and export your Privyr client list to CSV, giving you full flexibility to transfer and manage your data wherever you need it. You can export clients and activities by date range, group, team member assigned, and more.

Importing Clients to Privyr

If you only have a few clients to add, you can manually create or import them from phonebook via the (+) icon on your Client List. You can also connect your Privyr account to lead sources such as Facebook Lead Ads, Google Ads Lead Forms, Website Contact Forms, and Zapier via our integrations to automatically add new leads from those sources to your Privyr account.

IMPORTING CLIENTS FROM CSV

If you have many contacts to add, you can bulk import them from a CSV file into your Privyr account. You’ll have options to add all imported contacts to a custom group, and can choose to skip or keep duplicate contacts that already exist in your account.

You can bulk import contacts via the following steps:

1. In your Privyr app or desktop site, go to your Account tab > Integrations > Import/Export Clients tab
2. Tap on Import Clients from CSV
   • Here’s a direct link: www.privyr.com/integrations/import-clients-from-csv
3. Download the sample CSV template and follow the columns and formatting to enter your contacts. Please note that there is a limit of 5,000 contacts per upload.
   • For more details on each of the fields and how they are used, check out our guide on entering a new contact
4. Upload your CSV, XLS, or XLSX file, then map the columns from your spreadsheet to the corresponding Privyr client field. Click on Continue to preview your data.
   • For more details on each of the fields and how they are used, check out our guide on entering a new contact
   • You can also download the sample CSV template and follow the columns and formatting. The columns in the sample sheet map exactly to Privyr’s client fields.
   • Please note that there is a limit of 5,000 contacts per upload.
5. Click on Continue to set your import preferences, and import your contacts:
   • Date Added: This affects where they appear when sorting your client lists by ‘Date Added’. You may click on Set it to now to set the date added to the actual time you’re importing the CSV
   • Assign to Team Member: All imported contacts can be assigned to the selected team member, left unassigned, or distributed according to your existing lead assignment rules.
   • Add to Custom Group: All imported contacts will be automatically added to the selected group. Please ensure that the group already exists before uploading.
   • Mark as Uncontacted: Choose whether to mark all imported contacts as ‘Uncontacted’ or not
   • Skip Duplicated Contacts: You can choose to skip importing duplicate contacts (whose phone number or email address matches existing clients in your Privyr account) or continue to import duplicates.
6. Once done, click on Import. You’ll be able to immediately view and access the imported contacts on your client list.
   • If there were any contacts that were not imported due to formatting, deduplication, or other issues, you’ll be prompted to download the list of skipped contacts which will include the reason for skipping in the last column.

Exporting your Client List

You can export your client list and activities from Privyr to CSV format to view and edit the data in spreadsheet applications like Excel or Google Sheets.

You’ll have options to export all clients and activities, or just those that match criteria such as by date range, group, or team member assigned. The data will be sent to the registered email address on your Privyr account, with the option to add additional email recipients.

To export your Privyr client list and activities to CSV:

1. Go to your Account tab
2. Tap on Integrations
3. Tap on Import/Export Clients
4. Tap on Export Client List
   • Here’s a direct link: web.privyr.com/integration/client-export
5. Date Created:
   Select clients added within your selected time frame:
   • Last 24 hours
   • Last 7 days
   • Last 30 days
   • All Time
   • Custom Date Range
   • Since Last Export
6. Team Member Assigned (only applicable for team accounts):
   Select the team member(s) that the clients are assigned to:
   • All Team Members
   • Unassigned
   • Clients assigned to selected team member only
7. Client Groups:
   Select clients in a specific group
   • All Groups
   • Clients in selected group only
8. Recipients:
   The client list will be sent to your registered email address by default, as well as any additional email addresses specified in this field.
9. Tap on Request Export

The data will be sent as a CSV file to the registered email address on your Privyr account, from alerts-noreply@privyr.com (please make sure that you’re not blocking emails from this address).