How to Add a New Contact

When it comes to adding contacts to your CRM, there’s 3 things you should know:

1. Anyone collected through your website forms is automatically added to your contacts

2. You can import contacts in bulk (please see the next lesson)

3. You can easily add a contact manually — this can be handy if you don’t have enough contacts to import them as a spreadsheet, someone gives you their info in person, etc

To help you get more practical value out of these instructions, please follow along by adding yourself as a contact. Then we’ll walk you through sending a practice message so you can see how it looks from your contacts’ perspective.

1. Go to your dashboard menu > Contacts > + Add Contact
   

   

   
   
   

2. Enter your test contact information and hit save (*Note: for this exercise, please make sure to add an email address different from your AIP user. For example, if you signed up with [email protected], you would add a different email to this test contact, like a standard gmail account (e.g. [email protected])

   

   
   
   

3. Once you save and create the contact, it should open to the new contact screen automatically, but if it doesn’t you can just click on the contact name to bring up more details

4. The contact screen is divided into 3 parts:

   1. Contact details (left column)

      1. Under All Fields you’ll find the contact’s name, email, phone number, etc

   2. Conversation threads (middle)

      1. This shows all correspondence you’ve had with the person (email, sms, phone calls, etc)

   3. Additional Functions (right column)

      1. Notes on the contact, past and upcoming appointments, etc

         

         
         

5. In the middle section, click where it says “Type a message…” Write a quick test email and hit send.

   

   
   

6. Now you should see the email come into the inbox you used to create the contact; You can also see the email in your Conversations tab
   

   

And that’s how you add and email a new contact!

To add contacts in bulk, please see this tutorial. To see additional ways to send emails in your CRM, see this tutorial.