Add an Individual Contact to your CRM
Learn how to add an individual contact to your Truevail CRM.
Tip
To add bulk contacts or import a contact list from another service, see: Add Bulk Contacts on Truevail CRM (with video).
Navigate
- Click the Apps icon on the left-hand side of the screen.
- Click CRM and select Contacts from the dropdown.
Note
If this is your first time creating a contact, choose the Create Contact option from the 2 boxes on the screen and skip to step 4 below.
- Click the plus sign + in the top right hand corner of the contacts page and select Add Contact from the pop-up box.
- Add the details for the new contact (including their email address) in the fields. Add as much information as possible to get the most benefit.
- Click the blue Next button to save.
- Tick the box in the CONSENT field to confirm consent (or ensure it's already checked).
- Tick the box next to Newsletter to add them to your Newsletter list (or ensure it's already checked).
- Click the blue Save button.
Any further questions? We’d love to chat! Send us a message at Support@Truevail.com and we’ll be in touch with your answers.