Start on the Contacts tab of the Marketing CRM.

Now you'll be taken to the contact's profile to add more information (optional).

Add Tags if needed. 

 Note: Adding the "website lead" tag will trigger the Conversation Starter Workflow if it is published.

If you need to add a lead to an automation, open up the Automation section and click "Add".

Select the workflow you want to add the contact to.

Select the date and time to enroll the lead in the workflow.

Select date & time
2024
...
...
May
2024
Sun
Mon
Tue
Wed
Thu
Fri
Sat
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
01
02
03
04
05
06
07
08
09
10
11
12
00
05
10
15
20
25
30
35
40
45
50
55
am
pm
Now

To add the lead to the Opportunities pipeline, open the Opportunities section and click Add.

Select the pipeline, stage, and status to add the lead into.

Also add Opportunity Value if you would like a value to be displayed for this lead.

Start on the Contacts tab. Select the checkbox beside the lead(s) you want to delete.

Click the trash can icon to Delete Contacts.

Click "Confirm" to delete the contacts. 

Note: Deleting contact(s) will remove all information associated with the contact and stop all campaigns/workflows for the contact(s).

Add / Delete Contacts

How To Add Contacts

How To Delete Contacts