Contacts & Smart Lists · 1 min read
Create a New Contact
Contacts are the people you sell to, support, and message. Here's how to add one, update one, and store extra details.
Add a contact
- Go to Contacts.
- Click Add Contact.
- Enter the details you have, such as name, email, and phone.
- Click Save.
Edit a contact
- Go to Contacts and open the contact.
- Change the details.
- Click Save.
Create a custom field
If you need to store something the standard fields don't cover, such as a birthday or a membership level, add a custom field.
- Go to Settings > Custom Fields.
- Click Add Field.
- Choose the field type, such as text, dropdown, or date.
- Name the field, pick a folder, and set any options.
- Save.
The new field now shows on every contact record and can be used in forms, Smart Lists, and workflows.