Manually adding new contacts.
If you would like to add a single contact:
- Log in, then click on "Contacts" on the left side of your screen.
- Select "Add Contact."
- In the spaces provided, enter the contact's:
- Name (ex: "William")
- Greeting Name (informal name: example "Bill")
- Family Name (ex: "Bill and Mary" or "The Smith Family")
- Dates (ex: Birthdays, Client Start Dates, and Wedding Anniversaries
- Once complete hit “Save.”
- Once saved, you will now be able to add further details (emails, physical addresses, phone numbers, family members, etc.) and include the new contact in Campaigns and Groups.