Manually adding in a single contact #

In most cases, you will import your contacts all at once, but you may also need to manually add in a contact from time to time.  In this video we walk you through how to do that.

1. Contacts
2. Select the “+” icon at the top left of the screen.
3. Enter in their name, email, phone number and then select “SAVE”.

How to Add a Single Contact Manually: A Step-by-Step Guide #

Step 1: Access the Contacts Section

• Navigate to the “Contacts” section within your system.

Step 2: Initiate Contact Creation

• Click the “+” icon (plus sign) labeled “Add Contact.”

Step 3: Enter Basic Information

• Fill in the contact’s first name.
• Enter their email address. A last name is optional.

Step 4: Add a Phone Number (Optional)

• If you have the contact’s phone number and plan to use SMS messaging, enter it here. This step is optional.

Step 5: Choose Contact Type (Optional)

• Select the contact type if you utilize pipelines and opportunities. This could be “Lead” or “Customer.” If you don’t use these features, this step isn’t crucial.

Step 6: Save the Contact

• Click the “Save” button. This will create a new contact in your system.