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Contacts

How to create a contact manually

In Contacts › Smart Lists, click Add Contact, enter a name, email or phone number and click Save. Use Save & Add Another to enter several contacts in a row.

Updated on

Before you start

  • Your user needs access to Contacts.
  • Have at least one of these ready: name, email or phone number.
  • If you want to store your own business details (for example, "Service of interest"), create the matching custom field first.
Where to find it

Contacts › Smart Lists › Add Contact

Step by step

  1. In the left menu, click Contacts.
  2. Make sure you're on the Smart Lists tab (the list of all contacts).
  3. In the top-right corner, click Add Contact. A side panel opens.
  4. Fill in First Name and Last Name.
  5. Enter the Email and/or Phone. Include the country code in the phone number (for example, +1 555 123 4567).
  6. Fill in any other fields you need (contact type, tags, custom fields). Fields marked as required must be filled in.
  7. Click Save to create the contact, or Save & Add Another to create it and open a blank form for the next one right away.
  8. To check, search for the contact's name in the list's search bar.

Choose which fields appear on the form (admins)

  1. In Contacts › Smart Lists, click Add Contact.
  2. Click Customize Form.
  3. Add or remove fields (including contact custom fields) and drag them to reorder.
  4. Turn on Required for fields your team must always fill in.
  5. Click Preview to check the result, then save the form. Your whole team will use this form (they may need to refresh the page).

Tips

  • Always save phone numbers with the country code so WhatsApp and calls work without errors.
  • If you close the panel without saving, you'll be asked to confirm so you don't lose what you typed.
  • Required fields only apply to manual entry. File imports have their own validation rules.

Common problems

  • The Save button does nothing → A required field is empty. Look for the field highlighted in red and fill it in.
  • The same person was added twice → Before creating a contact, search the list for the email or phone to see if it already exists. If there are already two, merge them with the duplicates option.
  • I don't see the Customize Form option → Only admins can change the form. Ask an admin on your account.
  • I created the contact but can't find it → Check whether a filter or smart list is applied. Go back to the list of all contacts and search by name, email or phone.

Frequently asked questions

Does Save & Add Another keep the previous values?

No. It creates the contact and opens a blank form for the next one.

Can I add my own fields to the form?

Yes. Any contact custom field can be added, reordered and marked as required.

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