How do I add a new contact?

To add a contact:

  1. Navigate to Marketing > Contacts in your admin portal
  2. Click the + button in the top right corner
  3. 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
  4. 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"

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