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How to Add New Contact

Categorize new contact

Updated over 6 months ago

Click on the quick add button (Lower Left + Sign). Then select "contact." Fill the required details and click save.

Some tips when creating a new contact:

  • We recommend that all contacts be assigned a selling system category. If nothing is selected then the default will be "uncategorized." You can always update the contact later on.

  • You can assign contact types based on B2B or B2C to keep your contacts segmented by referral partners or clients.

  • When in filling out your contact fields, fill in as much data as you'd like. The more fields you fill out, the more you can filter or better search your contacts later on.

  • Be as consistent as possible when filling out company, industry, or positions. Meaning that you'll want to use the exact same names every time. This allows you to better filter contacts at a later date. Important when filtering all contacts or creating smart lists. Here are some examples...

    • Company: Keller Williams vs. Keller vs. KW (pick the same one each time)

    • Industry: Real Estate vs. Realtor vs. Agent (pick the same one each time)

    • Position: Manager vs. Leader vs. Executive (pick the same one each time)

  • Don't see a field you want? You can add "custom fields" through the admin section of the platform.

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