Add an Individual Contact to your CRM

Learn how to add an individual contact to your Truevail CRM.

Navigate

1. Click the Contacts icon on the left-hand side of the screen.

2. Click the plus sign + in the top right hand corner of the contacts page and select Add Contact from the pop-up box.
3. 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.
4. Click the blue Next button to save.
5. Tick the box in the CONSENT field to confirm consent (or ensure it's already checked).
6. Tick the box next to Newsletter to add them to your Newsletter list (or ensure it's already checked).
7. 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.