Getting Started: Create a New Contact
Contacts are the people in your CRM — students, leads, and clients. To add one manually:
- Go to Contacts from the left menu.
- Click + Add Contact (top right).
- Enter the contact's first name, last name, email, and phone number. Add any custom fields you use (for example, certification type or class date).
- Click Save.
The new contact opens to its detail page, where you can start a conversation, book an appointment, add notes, or add the contact to a workflow.
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