Manually Creating and Cloning Contacts

Adding Contacts

You can add as many contacts as you need. To prevent against duplicate contacts when adding contacts, Lead Gen & CRM will check to make sure the lead is not already a contact in your database. The check uses the lead's email address as the unique identifier to see if the lead already exists in the database. 

To add a contact, do the following:

1. Click Contacts in the left toolbar.
2. Click + Contact in the Contacts panel.
   
   

    

3. Enter the following required contact information:
   • • First Name
     • Last Name
     • Email
   • Optionally, enter the any or all of the following contact information:
     • Work Phone
     • Mobile Phone
     • Company Name
4. Click Save.
   
   

    

5. Optionally, click Click here to view once the contact is added.

When you manually add a lead, that lead is not being tracked. The best way to begin tracking the lead's behavior is by sending the lead a one-off email in the Contact Manager. Once the lead clicks on the link in the email, Lead Gen & CRM can begin tracking that lead.

Note: You cannot manually upload photos for contacts. Contact photos are populated by the contact's associated email information. Photos are also populated if the contact has a Gravatar account. This means that the contact has to have a photo attached to their email account or their Gravatar account for the contact record to display the photo. Contacts without photos will default to the standard   silhouette.

Adding Contact Information

Once you have created a contact, you can add in additional information. This can help provide a more complete profile of your contacts.

To add contact information, do the following:

1. Click Contacts in the left toolbar.
2. Click the name of a previously created contact.
   
   

    

3. Click the Overview tab.
4. Click    Edit next to any or all of the following in the Contact Information section and enter new information:
   • Name
   • Job Title
   • Email
   • Direct Line
   • Mobile Number
   • Fax
   
   

    

5. Click    Edit next to Lead Description in the Description section. Enter new information.
   
   

    

6. Click    Edit next to any or all of the following in the Company Information section and enter new information:
   • Account Name
   • Company Name
   • Industry
   • Office Phone Number
   • Extension
   • Website
   • Location
7. Click Save.
   
   

    

Note: Click  Undo prior to saving to revert changes to the record's information.

Cloning Contacts

There may come a time when you want to clone an existing contact for certain purposes. Consider the following example:

Bob has been with Company A for quite some time. During that time, Bob has been added to more than a few lists and has an extended lead history. Bob decides to go and work for Company B. Jane is promoted to Bob's old position in Company A and takes ownership of the role-based email address that Bob had.

Rather than recreating Bob as a new contact, you can clone Bob's existing contact record that is already in your instance. You can then edit the cloned record to update Bob's email address and company information. In addition, you can then edit the existing record to reflect that Jane is now associated with that original email address.

Important: The contact's custom fields will not be copied nor will the contact's Account. Life of the Lead information, Tags, Tasks, Activity History, and Notes will also be excluded. Other details, including Memberships and Company Information (except for the Account) will be copied. 

To clone a contact, do the following:

1. Click Contacts in the left toolbar.
2. Locate the contact to be cloned in the list of available contacts.
   
   

    

3. Click     Options > Clone Contact next to the contact's name. Enter required and any optional information. 
4. Click Save.
   
   

    

5. Add information as necessary in the cloned contact's page.

Cloning Contacts via Profiles 

You can also clone contacts through a profile.

To clone a contact through the contact's profile, do the following:

1. Click Contacts in the left toolbar. Click the name of the contact to be cloned.
2. Click    More Options > Clone Lead.
   
   Important: The contact's custom fields will not be copied.  
   
   

    

3. Enter required and any optional information.
4. Click Save.
   
   

    

5. Add information as necessary in the cloned contact's page.

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