Add your first contact effortlessly and begin building meaningful engagement right away. Your CRM is only as useful as the contacts inside it, so getting this step right is the foundation for every follow up, reminder, and automation you will build later.
Create New Contact
Let us dive right in by adding your very first contact. Establishing your network starts with this simple step.
- Navigate to Contacts in the main menu.
- Click the Add Contact button.
- Enter the contact details (name, email, phone, etc.). Remember, the more information you provide, the easier it will be to personalize your engagements. If you do not see the field you need, use the Create New Custom Field checklist at the bottom of this guide.
- Click Save.
<strong>Did you know?</strong> When a Form or Survey is filled out by a new lead, a new contact is automatically created inside LEADSORBIT.
Edit Existing Contact
Keep your contact information current and accurate. Editing contacts is quick and straightforward, ensuring your data stays up to date.
- Navigate to Contacts.
- Click on a contact row to open the contact card you wish to edit.
- Make the necessary updates on the left hand side. If you do not see the field you need, use the Create New Custom Field checklist below. Click Save to apply your changes.
Delete an Existing Contact
Deleting any contact will also remove the corresponding Conversations, Notes, Opportunities, Tasks, Appointments, Manual Actions, and Community Group ownerships. It will also stop any active campaigns and workflows for that contact. Deleted contacts can be restored within 2 months.
Follow these steps to delete a contact:
- Navigate to Contacts in the main menu.
- Select the contact you would like to delete using the checkbox to the left of the name, then click the Delete button.
- Confirm the action by typing DELETE in the popup window, then click the Delete button.
Create New Custom Fields
Custom fields let you tailor your contact database to fit your specific business requirements. Easily track the data that is most important to you and your team.
- Navigate to Settings → Custom Fields.
- Click Add Field.
- Choose the type of field you want to create (e.g., text, dropdown, date).
- Complete the field details (name, group, placeholder, etc.). This helps ensure your team understands exactly what information is needed. Click Save.
Nice work. Your CRM is now ready to capture exactly the information that matters most to your business.