How To Add a Contact Manually To Your CRM

There may be times when you receive contact information for only person, so it isn't necessary to put the contact information into a spreadsheet to import into your CRM. Instead you can manually add the contact to your CRM. To learn how to manually add a contact to your CRM please follow the instructions below. 

  1. From your main dashboard click Contacts to access your CRM. 
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  2. Once you're on the Contacts page, click on the blue Add Contact button and select Add Contact from the drop down menu. 
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  3. Fill out the form with the contact's information on the Details tab. You will automatically be taken here after selecting Add Contact from the drop down menu. 
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  4. After entering in all the information for the contact click the Save Profile button to save this contact to your CRM. 
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NOTE: No two contacts can have the same email address. If the email address you are entering is already assigned to a contact you will not be able to create a new contact record until you change one of the email addresses. For further questions, please reach out to support team at support@reiblackbook.com

 

 

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