Step-By-Step Instructions
1. Navigate to Contacts
Click Contacts in the left sidebar.
2. Open New Contact Modal
Click the + New Contact button in the top right corner.
3. Enter Primary Info
Fill in the contact's first name, last name, phone number, and email address.
4. Apply Appropriate Tag
Under Tags, add the tag that best describes them — Prospect, Customer, Past Demo, or Referral.
5. Fill Custom Fields
Scroll down to fill in any custom fields you know (birthday, items owned, where you met, etc.).
6. Save Contact
Click Save to create the record.
Every person you want to follow up with should be in your contacts. Here's how to add someone manually.
**Pro Tip:** The more information you add when you create a contact, the more personal your follow-ups can be later. Even just a birthday or a note about what they're interested in makes a massive difference in customer relationship retention.
Related Starter Guides
Have Questions?
If you have questions about upgrading your account or need assistance with your Starter setup, contact your account administrator.
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