Add a Contact

Adding Contacts to your database is critical to your success. In this step-by-step guide, we’ll show you how to add a Contact manually and introduce you to key automations in the platform to nurture and engage your contacts.

Boldtrail

From your dashboard click "Add Contact"

We don’t recommend entering yourself as a contact. However, if you choose to do so, **use a different email address and cell phone number than the ones in your agent profile.** Using the same contact information will prevent the CRM from delivering calls and emails as intended.

In the "Contact Info" section, enter the contact's details.

Always enter both the **First Name** and **Last Name**. System communications use merge tags such as `{first_name}` and `{last_name}`, which pull directly from these fields.

Add the Email Address and Cell Phone number.

**Tip:** Always include an email address for every contact when possible. Email is essential for the delivery of automated system communications such as Search Alerts and Market Reports, ensuring your clients receive timely and relevant updates.

In the "Permission to contact" section, click 'Yes' for each method of communication that applies.

If available, add their property address in "Street Address".

**Next up select the "Lead Type".** Assign the correct lead type for each contact in BoldTrail. The five options are **Buyer**, **Seller**, **Renter**, **Vendor**, and **Agent**. Contacts can have more than one lead type since their needs may change over time.

Select the "Lead Type"

**Next up select the 'Lead Status'.** Set the correct contact status to track where they are in relation to the transaction process. A contact can only be in **one status at a time**. The statuses are: - **Sphere:** People you know, whether or not they are looking for real estate. (Friends, Family, Acquaintances) - **Prospect:** People you have met or have information for, who you want to turn into active leads. - **New Lead:** People who are new to your CRM and either signed up on your website from an ad, import, or other lead source. - **Active Lead:** People who are actively returning to your site to view properties or who have recently responded to communication. - **Client:** People you are currently working with and showing homes. - **Contract:** People in an active buying or selling transaction. - **Closed:** People who have completed a transaction.

Select a "Lead Status"

The "Lead Source" is set to 'Manual Add' by default. Click the dropdown to select or create an alternative lead source if needed.

Adding a new Lead Source is optional, and can be useful for tracking and future reference in other areas of the platform, such as monitoring ***Source Performance*** in ***Vitals*** or setting up Lead Routing.

In the "Lead Owner" section, select your name from the "Agents" dropdown list.

In the "Options" section, you can add extras like adding a Smart Campaign, adding a lender, or including additional details in the "Notes" section.

**TIP:** **Hashtags** are an efficient way to organize your contacts within the Smart CRM and allow you to quickly filter for a specific group of contacts in order to communicate with them or update their information. In the example above, the hashtags "*#downsize*" and "*#nextyear*" were added.

Click "Add Contact"

Once saved the contact will be added into your CRM and the Contact Record will open upon completion.

Nice work! You've manually added your first lead.