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. 

  2. Once you're on the Contacts page, click on the blue Add Contact button and select Add Contact from the drop down menu. 

  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. 
  4. After entering in all the information for the contact click the Save Profile button to save this contact to your CRM. 

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



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