Manually create a new Contact
1. Begin the process by clicking on the “New Contact” button
2. Specify whether this new Contact is a 'Lead', 'Contact/Client' (the default) or a 'Business Contact'
Each Contact Record Type have sub Categorization options you can choose from to better organize your Contacts. See below:
3. On the form below you must enter at least the contact’s first and last name. You could also add phone numbers, email addresses, Social Media accounts, personal notes and CASL consent.
4. Check the right CASL consent for your new contact.
If no consent has been received, your contact won't receive emails sent from your Campaigns.
5. Do not forget to save your changes
6. Once you have carved in this contact record, you can add further information on the detailed contact record.
Depending on the Contact Record Type chose on step 2, go to My Contacts, My Leads or Business Contacts
Click on your Contact's name
Browse the contact tabs on the left to input additional details
