To add a contact:
- Navigate to Marketing > Contacts in your admin portal
- Click the + button in the top right corner
-
Fill out the contact information form:
- Full name and title
- Email and phone number
- Company details (if applicable)
- Address
- Status (Hot, Cold)
- Country
- Language
- Assigned user
-
Click Save to create the contact
Note: Contacts can also be automatically created through:
- Website chat conversations
- Lead capture forms
- Landing pages
- Share page interactions
For best results, ensure you fill out as much information as possible during contact creation. This helps with lead management and follow-up activities.
To learn more, see "Creating and Managing Contacts"
Comments
Please sign in to leave a comment.