Add Contacts manually

 

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  1. Go to Contacts in the navigation bar. 
     

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  2. Select Add contacts in the top right
     

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  3. Choose New Contact from the dropdown to open the Add contact form.
     

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  4. Fill out the form:
    • Email - mandatory, this is the unique identifier for the contact. You cannot fill out the other fields, and are blurred out, until this field has been submitted.
    • First name  
    • Last name
    • Telephone (type) - Select the type of number and the phonenumber in these two fields
      • Add an additional number by selecting Add new phone number
    • Organization - Company where contact works. In Contacts there is a dedicated section for organizations to help understand the depth of relation at a organization.
      • Add an additional occupation by selecting Add new occupation.
    • Department - The department within the company the contact works for
    • Job title - The professional title of the contact.
    • Street 
    • City
    • State / Province
    • ZIP / Postal code
    • Country
    • Tags - Create a internal structure for contacts by adding tags (for example: VIPs, Investor Relations)
    • Account & Language Access - Contacts can be shared across different lists and accounts within the same holding. Any changes in the contact details will be shared across all lists and accounts. Click edit to open the Access editor and select the lists and accounts the contact should be part of.
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  5. Check 'This person gave me permission to email them' to proceed adding the contact. To comply with GDPR regulations this step is mandatory. 
  6. Click Add contact to finalise adding the contact. 

The contact will now appear in the Contacts dashboard and in any of the selected lists and accounts.

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