Add a Contact

As well as capturing leads automatically from your website, you can add contacts to your list by hand. This is handy for entering existing clients or anyone you meet offline.

To open this page, go to Contacts > Add Contact in your Zealder admin dashboard. (This page requires the CRM Rep permission.)

Add a contact

1. Enter the contact's first name, last name, and any middle name.
2. Fill in the address fields (street, city, state, and ZIP/postal code) if you have them.
3. Add the contact's email address, and a second email if they have one.
4. Enter any phone numbers you have, such as home, work, mobile, fax, pager, and toll-free. For each number you can also note the best time to reach the contact at it.
5. Set the contact's preferences, including their preferred way to be contacted (phone, fax, email, mail, or in person) and whether they have opted in to receive promotional email.
6. Assign the contact to one or more groups to keep your list organized.
7. If your account has custom fields set up, fill in any values you want to record.
8. Click Save to add the contact to your list.

Assigning a contact (Team and Office plans)

If you are on a Team or Office plan and have Admin privileges, you can assign the contact to a specific agent or user on your team. You can also choose to send that person an email letting them know the contact has been assigned to them.

First name, last name, and email are the key fields, but the more detail you add, the easier it is to filter and follow up with your contacts later. See the Custom Fields and Contact Groups guides to set up the extra fields and groups referenced above.