Overview
Add Contact allows you to create new contact entries in the system. You can add basic information, contact details, and assign the contact to groups or tags.
How to Access
- Click on Contacts in the left sidebar menu
- Click on Add Contact
Step-by-Step: Creating a New Contact
Step 1: Basic Information
- Enter the contact's First Name (required)
- Enter the contact's Last Name (optional)
- Enter the contact's Email Address (optional but recommended)
- Enter the contact's Phone Number (optional)
Step 2: Company Information
- Enter the Company Name (optional)
- Enter the Job Title or position (optional)
- Enter the Website URL (optional)
Step 3: Additional Details
- Add Notes about the contact (optional)
- Add Social Media Profiles (optional)
- Add Custom Fields if configured (optional)
Step 4: Organization
- Assign the contact to a Group (optional): Click Add to Group and select one
- Apply Tags (optional): Click Add Tag and select relevant tags
- Mark as Favorite by checking the star icon
Step 5: Save the Contact
- Review all entered information
- Click the Save Contact button
- You will see a success message and be redirected to the contact's profile
How to Add Multiple Contacts Quickly
- Click on Add Contact
- Fill in the essential fields (at minimum: First Name)
- Click Save & Add Another instead of Save
- The contact is saved and the form resets for the next entry
- Repeat until all contacts are added
- Click Save & Close when finished
Quick Reference
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Contact's first name |
| Last Name | No | Contact's last name |
| No | Email address | |
| Phone | No | Phone number |
| Company | No | Organization name |