Manually Add a New Contact to Infusionsoft
- Click Contacts from the left navigation
- Click Add a contact button located in the upper right corner.
- Simply enter the contact information and select their "Contact type", to learn more click here.
- Click the Save button or click Save & Add Another Person to refresh the form so you can add another contact.
Delete a Contact Record
- Check the box to the left of the contact record. You can check multiple boxes to delete multiple contacts at once.
- At the bottom of the you have:
- The number of contacts that have a check box
- Click Remove to delete the selected contacts from your database
- The number of contacts that have a check box
This will permanently remove the contact record from Infusionsoft. Also, please note that you will need the appropriate granted to you by your administrator to delete a contact in Infusionsoft.
Check for duplicate contacts on single contact add
This function exists at the Add a contact component in multiple locations across the app including:
- Email modal recipient field
- Sales pipeline
- Creating invoices
Duplicate contact error message
- Navigate to the Contacts page
- Click Add contact button
- Add a contact with an email address that already exists within your Keap app
Note: An error message will appear at the bottom of the screen stating that a contact already exists with that email address
- Click on the View contact link in the error message to navigate to the contact record that already has that email address
Click to view larger If there is more than one contact that has that email address, you will be taken to a filtered view of all contacts matching the given email address attempted to be added.
