5.2 Add a New Contact

Step-by-Step Instructions #

1. In the sidebar, click Contact Management → Add New Contact, or click the Add Contact button in the top-right of the contacts list.
2. Fill in the contact form:
   • Basic Info: First Name, Last Name, Email Address, Phone Number, WhatsApp Number
   • Organization: Company/Organization Name, Job Title, Department
   • Location: Country, City, Address
   • Tags: Add tags to categorize the contact
   • Notes: Free-text notes
   • Assignment: Assign to a specific user (CompanyAdmin only)
3. Click Save.

What Happens After #

• The contact is saved to the CRM.
• The contact appears in the All Contacts list.
• If automation workflows are active for "Contact Created" triggers, they may start automatically.

Errors, Messages, and Exceptions #

Best Practices #

• Always include a WhatsApp number or email address so you can communicate with the contact later.
• Use tags consistently across your team for easier filtering.
• Assign contacts to the appropriate user so only they receive related notifications.