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Contacts & companies

Every request comes from someone: a workshop, a mechanic, a private customer. In Quoting24 contacts are created from WhatsApp conversations (Meta APIs), by hand or from Excel; you build the companies yourself. So on the ticket you immediately see who it is, which site they belong to, and which operational notes to follow.

  • Contacts from WhatsApp API chats, manual create or Excel import
  • Companies created by hand or imported from Excel
  • Assign company, new site or Private label
  • Name saved in Quoting24: not overwritten by automatic updates
  • Alerts and operational notes visible on the ticket

Try it: filter contacts, assign a company or open ticket context.

Master data on the ticket, not only in the chat

Without tidy master data, the operator reopens chats and wonders “who is this? what terms do they have?”. With Contacts and Companies the context travels with the ticket: name, company (#code), Private, alerts and notes — already in the list and in the chat header.

Scope is per phone account: each WhatsApp number linked to Quoting24 via Meta APIs has its own contacts, companies and delivery shifts. If you manage multiple lines, data stays separated.

Contacts managed in Quoting24, searchable and updatable

In Contacts you find the platform directory: numbers that write via WhatsApp API, contacts added by hand and those imported from Excel. Search by name or phone, import/export (template, export all or selected only, preview and upsert) or create a contact with name, phone and company.

From the icons on a contact you can edit, delete or open that contact’s request history: pick up yesterday’s work without hunting through an endless chat.

  • Fast search by name or phone
  • Manual create and Excel Import/Export
  • Request history from the contact

Create a contact with name, phone and Private flag.

Company or Private: the customer has a clear label

If a contact still has no company and no Private label, you assign them in a few clicks: pick a company already in your records, create a new one, or tap “Assign as private” when they do not belong to a specific workshop.

Next to the name you see the company code (#) or the Private label. In the ticket list and chat header you also see the company name: whoever picks up the request has the right context immediately.

  • Assign an existing company or create a new one
  • Private label for customers without a site
  • Company visible in ticket list and chat header

Select a location, confirm, or mark as Private.

Names, alerts and notes: Quoting24 is the source of truth

Companies do not arrive from WhatsApp: you create them by hand or upload from Excel, with notes useful while quoting (commercial guidance, internal references, special conditions). On the ticket you view and edit them from the Information tab.

Quoting24 is the source of truth for contact names: if a name is already saved on the platform, automatic updates (e.g. profile or missing data coming from chat) do not overwrite it — they only fill what is missing. You can also configure contact alerts: important notes shown above the chat as soon as you open the conversation.

  • Companies manual or from Excel, with operational notes
  • Quoting24 name protected from automatic overwrites
  • Contact alerts always on above the chat

Ticket header with company #code, Warning and operational notes.

Other product areas

Inbox & ticketsAI & automationsRequest typesTeamWhatsAppTelegramMailDelivery shiftsQricambiERPERP search