How to Add a Contact Manually and Customize the Contact Form

The Contact Form is where you capture and store important details about your leads, customers, and partners. You can add contacts quickly using the Add Contact modal, and admins can customize the form to fit your business needs.

TABLE OF CONTENTS

• Adding a Contact
• Customizing the Contact Form 

Adding a Contact

1. Navigate to Contacts → Add Contact.
   
   

2. The Add Contact form will open in a sidebar.

3. Fill in the available fields:

   • First Name (mandatory)

   • Last Name

   • Email(s)

   • Phone Number(s)

   • Contact Type

   • Time Zone

   • DND (Do Not Disturb) preferences

4. Any additional custom fields enabled by your admin
   
   

5. Use + Add Email or + Add Phone to include extra emails or phone numbers.

   • Note: Additional emails can only be added after a primary email.

   • Additional phone numbers can only be added after a primary phone.

6. Click one of the following options:

   • Save → Creates the contact and opens the contact details page

   • Save & Add Another → Creates the contact and opens a fresh form.

   • Cancel → Closes the form.

Customizing the Contact Form 

Only agency and account admins can customize the Contact Creation form

1. Navigate to Contacts → Add Contact → Customize Form.
2. In the customization screen, you can:
   1. Add or remove fields from the library (standard and custom fields).
   2. Reorder fields by dragging and dropping.
      
   3. Mark fields as mandatory where required.
      
      
   4. Preview your form before saving.
      
3. Click Save to apply changes. 

The updated form will be available to all users in your account.