Getting Started - Create New Contact

Add your first contact effortlessly and begin building meaningful engagement right away.

TABLE OF CONTENTS

  • Create New Contact

  • Edit Existing Contact

  • Delete an Existing Contact

  • Create New Custom Fields

Create New Contact

Let's dive right in by adding your very first contact. Establishing your network starts with this simple step:

  • Navigate to Contacts in the main menu.

  • Click the Add Contact button.

  • Enter the contact details (name, email, phone, etc.). Remember, the more information you provide, the easier it will be to personalize your engagements. If you don't see the contact field you need to add information to, use the Create New Custom Field checklist.

  • Click Save.

Edit Existing Contact

Keep your contact information current and accurate. Editing contacts is quick and straightforward, ensuring your data stays up-to-date:

  • Navigate to Contacts.

  • Click on a contact row to open the contact card you wish to edit.

  • Make the necessary updates on the left-hand side. If you don't see the contact field you need to add information to, use the Create the New Custom Field checklist. Click Save to apply your changes. 

Delete an Existing Contact

Deleting any contacts will also remove the corresponding: Conversations, Notes, Opportunities, Tasks, Appointments, Manual Actions, Community Group Owners. It will also stop any active campaigns and workflows for the contacts. Deleted contacts can be restored within 2 months

Follow these steps to delete a contact:

  • Navigate to Contacts in the main menu.

  • Select the contact you would like to delete using the checkbox to the left of the name. Then click the Delete button

  • Confirm for action by typing DELETE in the popup window. Then click the Delete button.

Create New Custom Fields

Custom fields allow you to tailor your contact database to fit your specific business requirements. Easily track the data that's most important to you and your team:

  • Navigate to Settings > Custom Fields

  • Click Add Field

  • Choose the type of field you want to create (e.g., text, dropdown, date)

  • Complete the field details (name, group, placeholder, etc.). This helps ensure your team understands exactly what information is needed. Click Save

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