Create A Contact Record

Introduction

Contacts are added to Infusionsoft automatically through an import, web forms, online purchases, and API feeds from other systems. You are also able to add contacts to Infusionsoft manually.

Step-by-Step Instructions

  1. To Manually Add a New Contact to Infusionsoft

    1. Click on the (+) icon at the top right of any page inside of Infusionsoft. This "Quick-Add" feature is the fastest and most convenient way to manually create a contact in Infusionosft.


       
    2. Simply enter the contact information and click the Save button.
       
    3. Now, just click on the link to go to navigate to the contact record.

     

  2. An alternative method is the following:

    1. Go to CRM > Contacts in the main nav
       
    2. Select Add a Contact from the Contacts drop-down.


       
    3. Enter the contact's information, and then click on the Save button to view the new contact record, or click Save & Add Another Person to refresh the form so you can add another contact.

     

  3. Add a contact with a form

    You can select an entry form from the drop-down at the top of the contact record entry page.

    • Quick Add-New-Person Form: This is the short form. You can customize the fields that appear on this form by going to CRM > Settings and scrolling down to the bottom of the page.
       
    • Standard Add-New-Person Form: This is the default contact entry form and cannot be changed.
       
    • Custom Internal Forms: Internal Forms also show up in this drop-down. These internal forms are created in the campaign builder. When an internal form is used to add a contact, it has the added benefit of initiating campaign automation (starting a campaign sequence). Internal Forms are a powerful business automation tool.

     

  4. To delete a contact record

    1. Navigate the contact record you wish to delete
       
    2. Click the Delete button.

    This will permenantly remove the contact record from Infusionsoft. Also, please note that you will need the appropriate permissions granted to you by your administrator to delete a contact in Infusionsoft