How to Manually Add and Edit Contacts in Your CRM

Manually adding and editing contacts in your Customer Relationship Management (CRM) system is essential for keeping your business network organized and up-to-date. This guide walks you through the process of adding new people and ensuring their information is current.

How to Manually Add a New Contact

Follow these steps to add a new contact to your CRM:

1. Navigate to Contacts: From your main dashboard, click on the Contacts page in the navigation menu.
2. Open the Add Menu: On the Contacts page, locate and click the lime green Add contact button (with a Plus icon) in the top-right area.
3. Select Manual Entry: A modal window will appear with different contact entry options. Click the Add Contact tile (marked with a Plus icon) to open the manual entry form.
4. Fill in the Details: The "Add contact" form will load.
   • Required Field: You must enter at least a First name (up to 100 characters) to save the contact.
   • Optional Fields: You can also add a Last name, Email, Phone number, Company name, Job title, Website URL, and up to 2000 characters of Additional notes.
   • Upload a Photo (Optional): Click the Upload photo button (with a Camera icon) to attach an image (up to 5MB) of the contact or their company logo.
5. Save the Contact: Click the dark navy Add to Contacts button at the bottom of the window to save the new entry.

💡 Quick Add Shortcut: You can also open the "Add contact" window from anywhere in the platform. Simply click the Quick Actions button (with a Plus icon) located in your main top navigation bar.

How to Edit an Existing Contact

Keeping contact information accurate is crucial. You can easily update an existing contact's details without creating duplicates:

1. Find the Contact: Go to your Contacts page and click on the specific person's row to open their detailed profile.
2. Locate the Edit Button: Scroll down to the Contact Information section. In the top-right corner of this section, click the Edit contact button (marked with a Pencil icon).
3. Make Your Changes: The contact form will open, pre-populated with their current information. Update any text fields as needed. To change or remove a photo, click the X icon over the current avatar.
4. Save Changes: Click the dark Save changes button in the bottom-right corner. The contact's profile will update immediately across your CRM.