Adding a new contact manually

You can add a lead or customer to your CRM at any time — you don't have to wait for them to come through the Inbox.

Steps

1. Go to Contacts.
2. Click + New Contact in the top right. A New Contact panel slides in from the right.
3. Fill in the details.
4. Click Save. (Or Cancel to discard.)

Required fields

• First Name
• Email — must be unique within your company, so you can't create two contacts with the same email.

Optional fields

You can capture as much or as little as you like:

• Last Name, Phone
• Company Name, Company Website, Job Title
• Country
• Source — where the lead came from (defaults to Direct). See Contact source types.
• Number of Employees — 1-10, 11-50, 51-100, 101-500, 501-1000, 1000+
• Department, Industry, and Nature of Inquiry
• Requirements — free text for what they're looking for
• Any custom fields your company has configured

What happens next

New contacts start with a status of Qualified and a source of Direct unless you change them. Once saved, the contact appears in your list and you can open it to add notes, tasks, or schedule a demo.

Tip: Adding a company name and website helps the AI Company Summary enrich the record automatically.