Add your first contact effortlessly and begin building meaningful engagement right away. Let's dive in by adding your very first contact. Establishing your network starts with this simple step:

Create a New Contact

1. Navigate to Contacts in the main menu.
2. Click the Add Contact button.
3. Enter the contact details (name, email, phone, etc.). Remember, the more information you provide, the easier it will be to personalize your engagements. If you don't see the contact field you need, refer to the section on creating custom fields.
4. Click Save.

Did you know? When a Form or Survey is filled out by a new lead, a new contact is automatically created in Metanow CRM!

Edit an Existing Contact

Keep your contact information current and accurate. Editing contacts is quick and straightforward, ensuring your data stays up-to-date:

1. Navigate to Contacts.
2. Click on a contact's row to open the contact card you wish to edit.

3. Make the necessary updates on the left-hand side. If you don't see the contact field you need to add information to, you may need to create a new custom field. Click Save to apply your changes.

Delete an Existing Contact

Deleting a contact will also remove their associated Conversations, Notes, Opportunities, Tasks, Appointments, and Manual Actions. It will also stop any active campaigns and workflows for the contact.

Follow these steps to delete a contact:

1. Navigate to Contacts in the main menu.

2. Select the contact you would like to delete using the checkbox to the left of their name. Then click the Delete button.

3. Confirm the action by typing DELETE in the popup window. Then click the Delete button.

Create New Custom Fields

Custom fields allow you to tailor your contact database to fit your specific business requirements. Easily track the data that is most important to you and your team:

1. Navigate to Settings > Custom Fields.

2. Click Add Field.

3. Choose the type of field you want to create (e.g., text, dropdown, date).

4. Complete the field details, such as name, group, and placeholder text. This helps ensure your team understands what information is needed. Click Save.