Using the CRM to store all of your contacts in one convenient place makes all of your marketing easier. Depending on how many contacts you need to add, there are a couple different options:
- If you don't have many contacts yet, its faster to add them one by one.
- However, if you're moving contact from another CRM or contact list, importing is for you. Click here to learn how to import contacts to the CRM.
Manually Adding Contacts to the CRM
If you need to add a single contact to your CRM, just click the + Contacts button near the top right corner of the screen. This will display the Add Contacts modal window.
Enter all the details you know about the new contact, then click Submit when you're done.
If you need to update the fields available to fill out for each new contact, you can edit the contact fields. Click here to learn more about adding or editing Contact Fields in the CRM.