Add or Edit a Contact

Add or Edit a Contact

Use one contact record per person whenever possible. Accurate email, phone, assignment, and consent details make every later workflow more reliable.

Where to find it: Admin → Pipeline → Contacts

What to do

1. Search for the person first to avoid a duplicate.
2. Choose Add Contact, then enter the identity and source information you actually know.
3. Set the appropriate stage, assignee, tags, and custom fields.
4. Save and add a note or task if a follow-up is required.

Good to know

• Do not guess consent or lead-source values.
• Changes to a contact can affect smart lists, routing, automations, and campaign audiences.