JS18 - Manually Adding a Contact
Easily add a new contact to your database. This lesson will also show you how to manually add in contacts and also optin the contact into receiving emails and texts. Be sure you watch this lesson. Getting permission to email and text is very important to protect from legal ramifications related to GDPR, the California Consumer Privacy Act and other emailing and canned-SPAM laws.
TIP: Always add yourself in as a contact as if you were a lead so you can test everything in the system on yourself but use a different email address than the one you use within EngageMore.
To add in one contact manually... you have 3 options:
Add one contact at the Action Center:
Or, at the Contacts Tab, click Add Contact:
Or, go to the contact list and click Add Contact:
Add whatever information, contact type, status, source, flags/tags and custom fields you want, then click Save.
