Getting Started - Create New Contact
Add your first contact effortlessly and begin building meaningful engagement right away. Establishing your network starts with this simple step.
Table of Contents
Create New Contact
Navigate to Contacts in the main menu.
Click the Add Contact button.
Enter the contact details (name, email, phone, etc.). The more information you provide, the easier it will be to personalize your engagements. If you don't see the contact field you need, use the Create New Custom Field option below.
Click Save.
Pro tip: Adding as much detail as possible upfront — like tags, source, and custom fields — saves you time later and makes segmentation easier.
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, use the Create New Custom Field option.
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, and Community Group Owners. It will also stop any active campaigns and workflows for the contacts.
Deleted contacts can be restored within 2 months.
Navigate to Contacts and select the contact you want to delete.
Click the three-dot menu (⋯) on the contact card.
Select Delete and confirm your action.
Important: Deletion is reversible for up to 2 months, but all associated data (conversations, tasks, appointments) will be removed immediately.
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.