Wix Partners: Managing Your Contacts

21 min read
Your go-to place for managing all your clients' details is the Contacts tab in your Partner Dashboard. This list isn't associated with any particular sites and automatically includes clients you've received Marketplace leads from. 

You can add contacts manually, or import them via CSV files or your Google account. In your Contacts tab, you can sort, filter, customize columns, and more. Each contact has a dedicated page where you can manage all their details, send messages, link to Workflows, add websites, send invoices or price quotes, and more. 
Note:
CRM tools that are site-based are not available in this account-based Contacts tab (e.g. Automations triggered by Wix Forms or Wix Bookings). 

Adding contacts to your Contacts tabs

Add contacts one at a time or import them using a CSV file or your Google account. 

To add contacts:

  1. Click Partner Dashboard at the top of your Wix account. 
  2. Click the Contacts tab on the left.
  3. Choose what you want to do:

Managing your Contacts tab

From your Contacts tab, you can sort, filter, customize columns, manage custom fields and labels, export contacts, and submit GDPR requests. 

To manage your Contacts tab:

  1. Click Partner Dashboard at the top of your Wix account. 
  2. Click the Contacts tab on the left.
  3. Choose what you want to do:
Tips:
  • Click the Search Contacts field at the top-right to search for a contact by their name, email, or phone number. 
  • Click the relevant heading at the top of your list to sort by Name (First Name or Last Name), Last Activity, or Date Created

Managing contacts

Manage details about your individual contacts from their Contact pages. Here you can take care of your client using CRM tools such as Inbox, Workflows, Invoices, and Price Quotes. You can also view their Marketplace projects, add tasks, add labels, attach files, and more. 

To manage an individual contact:

  1. Click Partner Dashboard at the top of your Wix account. 
  2. Click the Contacts tab on the left.
  3. Hover over the relevant contact and click View on the right. 
Tip:
Alternatively, click the contact's name for a quick view of their Contact Card on the right. 
  1. Choose what you want to do:

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