Explore how to keep your contacts database growing and up-to-date.
This article covers:
How to add a contact
- Click Sales & CRM → Companies & contacts:
- Click the dropdown next to Companies & contacts and click All contacts to open the Contacts list:
- To add a new contact, click Create contact:
- Start typing the name of the contact’s Company. If the contact’s company is not in your company database, select Add company:
- Enter the contact details. A new contact is Active by default. To find out when to switch the toggle off, see How to set contacts as inactive:
- To assign one or more campaigns to the contact, select them from the Campaigns drop-down list:
- If they should be manually opted in to your campaign, click Manual opt-in and add the relevant campaign:
- The Journey is Lead by default, but you can click the field to change. However, if you have synced journey status, the contact automatically has the same status as the company:
- Click Insert signature to add a signature and add any notes
- Click Save. If the email address is already used by other contacts, they are listed below the email field. You can't save a contact whose email address is already used by another contact at the same company. Click the edit icon next to the existing contact to open it instead.
How to edit a contact
- Click Sales & CRM → Companies & contacts:
- Click the dropdown next to Companies & contacts and click All contacts to open the Contacts list:
- Use the search bar or filter to find the contact faster:
- Click the edit icon next to the contact name:
- Make your changes and click Save. A change to the Active toggle is saved as soon as you click it.
How to add/edit activities for a contact
To add an activity for a contact, open the contact, click Add and choose Activity, Create to-do, Plan a call or Appointment. Which of these you see depends on whether your account uses To-dos.
Once the contact has activities, the contact card shows an Activities tab (Tasks on accounts with To-dos) where you can see and edit them.
You can also add notes about the contact. Click Add a note on the contact card. This is a free text box for you or your colleagues: