Add / Delete Contacts
Customer Support
19 steps
2 minutes
97Display
How To Add Contacts
1
Start on the Contacts tab of the Marketing CRM.
2
Click the plus button to Add Contact.
3
Add contact's first and last name.
4
Add contact's email.
5
Add contact's phone number.
6
Click "Save"
7
Now you'll be taken to the contact's profile to add more information (optional).
8
Add Tags if needed. Note: Adding the "website lead" tag will trigger the Conversation Starter Workflow if it is published.
9
If you need to add a lead to an automation, open up the Automation section and click "Add".
10
Select the workflow you want to add the contact to.
11
Select the date and time to enroll the lead in the workflow.
12
Click "Add"
13
To add the lead to the Opportunities pipeline, open the Opportunities section and click Add.
14
Select the pipeline, stage, and status to add the lead into.
15
Also add Opportunity Value if you would like a value to be displayed for this lead.
16
Click "Create"
How To Delete Contacts
17
Start on the Contacts tab. Select the checkbox beside the lead(s) you want to delete.
18
Click the trash can icon to Delete Contacts.
19
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).
