Add a new contact
- Click the New button on the top navigation bar
- Click Contact from the drop down
- Click Show all fields to access additional contact fields
- (Optional) Select a Smart form to use to add the new contact or to access your custom fields while adding a contact
- Complete the form with the contact's information
- Click Save in the upper right hand corner
- Choose to view the contact record, introduce yourself with an email, send an appointment booking link, add another contact, or close the window
If you attempt to add a contact with an email address that is already in your application, you will see an error with a link to view the existing contact.
Delete a contact record
- Click the contact's avatar
- Ensure you have selected only the contacts you want to delete by checking the amount of selected contacts
- Click Delete
- Confirm that you would like the delete the contact(s)
- The contact will be permanently deleted from Keap.