How do I manually add a new Contact?

There are two ways to manually add Contacts to your CRM. You have the ability to manually add Contacts into your CRM.

Method #1: Adding a Contact

1. From within the CRM module, you can click the + CONTACT green button in the top right corner.

Method #2: Adding a Contact (from the top menu bar)

1. You can also access the ADD A CONTACT option by hovering over the Contacts menu option in the top menu bar.

With both methods, the ADD A CONTACT pop-up will appear that allows you to add quick information about the Contact. 

NOTE: the email address is the only field that is mandatory on this pop-up. 

If you wish to add more information to the Contact or have custom fields that you need to fill out, you can click on the green +INFO button which will take you to the full add contact page: