Let's Manually Add A Contact

There may be times when you receive contact information for only person.

You have the ability to manually add a contact to your CRM. The process is quick and easy. Never worry about where you scribbled down one's information or where you placed a business card ever again. 

 

Objectives

In this support article, you will learn step-by-step how to manually add a contact. 

  

Video

 

Don't have time to watch the full video? Follow our step-by-step instructions below. 

 

Steps

1. Log in to your account. Click on Contacts located at the top your dashboard menu.

 

2. You will be directed to your contact management system. Click on the Add Contact button located in the right-hand corner of the page. In the drop-down menu, click on Add Contact. 

 

3. The details tab is where you can add your contact's information such as name, phone number, email address, mailing address, company, birthday and more.

To edit details, click on the pencil icon. Under each section, click on the boxes and type in the information.

When finished, click on Save Profile. To not save the changes, click on Cancel.

 

 

4. To include custom contact tabs that you have already created, click on Add Tab located next to details. 

 

 

Click on the search box, type in the name of your contact tab that you want to add and select your tab. You can choose more than one at a time.

Then, click on Add Tab(s) when finished. To not save, click on Cancel. To exit, click on the X.  

 

 

To edit your custom contact tab, click on the pencil icon. 

 

 

Next, click on the box provided in your contact tab and type in the information. Then, click on Save Profile.

To not save, click on Cancel and to remove the tab, click on Remove Tab.

 

 

5. On the right-hand side of your new contact record, you can edit primary details.

To edit, click on the pencil icon. To change a contact's opt in status for phone number and email, click on Opted Out next to the phone number and email address. 

 

 

 

After clicking on the pencil icon to edit the primary details, click on the boxes to fill in a contact's primary phone number and email. Click on Save when finished. 

To not save, click on cancel. 

 

 

To opt in an email and/or phone click on Opt Out.

A pop-up box will appear. Read the following message and check the box next to I have read this notice and understand. Then click on Opt In, when finished. 

To not opt in, click on cancel.

 

 

6. To add a contact's social media platforms, click the pencil icon located next to Social Details. 

 

 

A pop-up box will appear. Click on the boxes provided and type in your contact's social media links.

Click on Save, when finished. To not save, click on Cancel. 

 

 

8. To add a tag, click on the plus sign icon. 

 

 

A pop-up box will appear. Choose from your list of created tags. You also can click the search box and type in the name of the tag you are looking for.

Add multiple tags at one time. 

Click on Add A Tag when finished. To not add a tag, click on the X located in the right-hand corner. 

 

 

 

9. To add a property, click on the plus sign icon. 

 

 

 

A pop-up box will appear. Select either add a new property or choose an existing property that you have already entered. 

 

 

For a new property, click on the boxes provided and type in the information.

Click on Save when finished. To not save, click on Cancel. 

 

 

For an existing property that you have already entered in your account, click on the boxes and type in the information to search for the property.

Click on save when finished. To not save, click on Cancel. 

 

 

10. To add a note, click on the plus sign icon.

 

 

A pop-up box will appear. Click on the box under Add A Note and type in your note.

Click on Save when finished. To not save, click on Cancel. 

 

 

11. To add a task, click on the plus sign icon. 

 

 

A pop-up box will appear. Click on the boxes provided and type in the information.

Click on Save when finished. To not save, click on Cancel. 

 

 

12. To add a file, click on the plus sign icon.

 

 

A pop-up box will appear. To upload a file that you have already created, click on Upload. To create a new file, click on Create. 

If files are already in your file manager, click on Actions and choose from the options in the drop-down menu.

 

 

Thank You!

We appreciate you taking the time to manually add a contact! 

If you have any questions or concerns about this information please contact us at support@reiblackbook.com.