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This tutorial looks at how to add contacts manually and import them to the Contacts List.
Go to the navigation menu on the left side or top of the page to access this tool. Then, click on Leads - Add Contact.
There are two ways of adding a contact to the database: manually (usually, this option is suitable for adding a small number of prospects) or by uploading a file into the system.
How to Add the Contact Manually
To add a new name manually, you only have to fill out the given fields. After all, it is your decision on what information to include in the contact’s profile.
There is an option to select a category for the contact. It helps to keep your contacts sorted, which makes the process of managing the business simpler. !Please refer to the Add Funnel tutorial to learn how to create and add categories!
How to Add a list of Contacts
You can use the second way when trying to add many contacts. First, download the example file and use it to add your contacts to the spreadsheet.
To upload many contacts, you will need to enter their first name, last name, email, phone number, company name, title, company URL, city, state, and country. Other fields are not mandatory.
You can add as many people as you want to your file, and they will be added as contacts to your organization.
Before the contacts get added, you will be able to preview the senders and ensure that all their information has been entered successfully.
Once contacts are added, you will see them listed in the Contacts List.
Here you can search for a contact, edit their details or remove them from the list.
In this tutorial, you learned how you can add a small number of contacts manually and how you can import a list of people into the system.
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