Contacts - Add Contact
Overview
The Add Contact feature allows you to create new contact entries in the system. You can add basic information, contact details, and assign the contact to groups or tags.
How to Access
- Navigate to Contacts in the admin sidebar
- Click on Add Contact
Features
Contact Information
- First Name: Contact's first name
- Last Name: Contact's last name
- Email: Primary email address
- Phone: Phone number
- Company: Organization name
- Job Title: Position/role
Additional Details
- Website URL
- Social media profiles
- Notes/comments
- Custom fields
Organization
- Assign to groups
- Apply tags
- Set contact owner
- Mark as favorite
Required Fields
| Field | Required | Description |
|---|---|---|
| First Name | Yes | Contact's first name |
| Last Name | No | Contact's last name |
| No | Email address | |
| Phone | No | Phone number |
Quick Reference
- Click Add Contact
- Fill in contact information
- Assign groups/tags (optional)
- Click Save