How to Manually Add & Manage New Contacts

Prev Next

Overview

You can add new contacts to your account manually and oversee their personal information and communication settings.


Manually Adding and Managing New Contacts

   

  1. Click the Contacts icon on the sidebar menu.

  2. Select New Contact to manually add a contact.

  3. Enter the contact’s First Name.

  4. Enter the contact’s Last Name.

  5. Provide additional contact details as needed (Email, Phone Number, Social Media links, Properties, Company Information).

    Note: A contact needs an email address to receive an invitation to a hub or an email containing a link to landing page.

  6. Click Save to add your contact.

  7. If you want to add your contact to a hub, click Invite to Hub.

  8. Click the three dots next to a contact to have the following options:

    1. Edit their profile information.

    2. Send a link to an existing landing page.


Outcome

You can now manually add contacts and manage their contact information.


Further readings