Create a contact manually

📍 Where to find it: Pipeline & contacts → Contacts → "…" menu → Add a contact

You can add a person by hand when you collect their details offline (in store, by phone, at a trade show, etc.).

How it works

The creation form saves the basic details (name, email, phone, etc.). The new contact joins your address book immediately and becomes usable everywhere (Pipeline, campaigns, Flows).

Step by step

1. Open "Pipeline & contacts → Contacts".
2. Click the "…" (three dots) menu at the top of the list.
3. Choose "Add a contact".
4. Fill in the name, email and/or phone number.
5. Confirm: the contact's record opens.

Good to know

• Enter the phone in international format (e.g. +33…) for WhatsApp/SMS sending.
• You can also import many contacts at once via a CSV file.