Here's how 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:
- Enter the name of the contact’s Company. As you begin typing, the company list is narrowed down. You can select Add company if the contact’s company is not yet in your company database:
- Enter the contact details:
- Use the Active toggle to separate active contacts from inactive contacts:
- 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 Customer 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
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
How to add/edit activities for a contact
When you click on a contact, you can see and add Activities relating to the contact. You can also add comments. This is a free text box for you or your colleagues: