Ostira

Daily Workflows

Manage Your Contacts

Summary

Keep contact data clean and actionable by updating details, tags, and notes as conversations progress.

Steps

  1. Open Contacts and search for a person.
  2. Update details, tags, and notes.
  3. Save changes and verify updates in list/detail views.

Expected Result

Contact records stay accurate for segmentation and follow-up.

Screenshots

Visual reference aligned to each step with desktop and mobile variants.

Step 1

Desktop screenshot for Manage Your Contacts: Open Contacts and search for a person.
desktop Open Contacts and search for a person.
Mobile screenshot for Manage Your Contacts: Open Contacts and search for a person.
mobile Open Contacts and search for a person.

Step 2

Desktop screenshot for Manage Your Contacts: Update details, tags, and notes.
desktop Update details, tags, and notes.
Mobile screenshot for Manage Your Contacts: Update details, tags, and notes.
mobile Update details, tags, and notes.

Troubleshooting

  • If updates do not persist, refresh and save again.
  • If a contact is missing, clear filters and retry search.

Tips & Tricks

  • Use consistent tag naming conventions.
  • Capture notes immediately after calls or meetings.