Creating a contact in LEADSORBIT allows you to store customer and lead information in one place. This helps you manage conversations, follow ups, and appointments more efficiently.
Create a New Contact
Adding a contact is the first step in organizing your leads and customers inside LEADSORBIT. Follow these steps to add new contact details:
- Navigate to Contacts from the main menu.
- Click the Add Contact button.
- Enter the required contact details:
- First Name and Last Name
- Email Address
- Phone Number
- Business Name (optional)
- Tags (optional)
- Notes (optional)
- If you need additional fields, use the Custom Fields section to add them.
- Review the information to ensure everything is correct.
- Click Save to create the contact.
Creating a new contact inside LEADSORBIT
Best Practices
- Always include at least one contact method (email or phone).
- Use tags to organize contacts by source, status, or category.
- Add notes to capture important information about the lead or customer.
- Avoid duplicate contacts by checking existing records before creating a new one.
- Use custom fields to capture business-specific information for better segmentation.
Common Issues
- Contact not saving: Ensure all required fields are completed before clicking Save.
- Duplicate contact created: Check for existing contacts by name, email, or phone number before adding a new one.
- Missing fields: If the field you need is not available, create a new custom field in the Custom Fields section.