Add or edit a contact record

This article applies to:

Add a new contact

  1. Click the Plus icon and choose Contact from the drop-down
  2. Or, if you are currently in the Contacts section, you can click the plus button next to the filter and sort buttons
  3. Click Show more fields at the bottom of the pop-up to access additional contact fields
  4. (Optional) Select an internal 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

Search and edit a contact record

  1. Find the contact record by clicking Search
  2. Select the contact you want to edit
  3. (Optional) Note that if you want to view a list of these results, you can click the View results button at the bottom. This saves from searching multiple times if you want to look through all the search results.
  4. (Optional) Also, if there is no record of the contact, you can create one on-the-fly
  5. Click the Edit button at the top right of the page
  6. Note: You might want to verify if the Phone type is classified correctly. For example, you might want to change a phone type to Mobile. In previous iterations, Keap would default the phone type as Other or simply a blank with no option selected. Keap will now default to the Mobile phone type when editing a contact and adding a new phone number.

Duplicate contacts

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.