Add contacts


This article applies to:

Add a new contact

  1. Click the New button on the top navigation bar
  2. Click Contact from the drop down
  3. Click Show all fields to access additional contact fields
  4. (Optional) Select a Smart form to use to add the new contact or to access your custom fields while adding a contact
  5. Complete the form with the contact's information
  6. Click Save in the upper right hand corner
  7. Choose to view the contact record, introduce yourself with an email, send an appointment booking link, add another contact, or close the window


Duplicate contacts

If you attempt to add a contact with an email ad dress that is already in your application, you will see an error with a link to view the existing contact.

    

Delete a contact record

  1. Click the contact's avatar
  2. Ensure you have selected only the contacts you want to delete by checking the amount of selected contacts
  3. Click Delete
  4. Confirm that you would like the delete the contact(s)
  5. The contact will be permanently deleted from Keap.