Add a new contact with an internal form

You can create custom internal forms to simplify your business processes. Then, you can choose which forms appear in menus such as quick-add and which forms are the default form. 

Table of Contents:

Add a new contact with an internal form using quick-add

  1. Go to the home page and click the quick-add (+) button to add a new contact.


  2. Select the internal form that you want to use.


  3. Fill out the form and click Save.



Add a new contact with an internal form in the Add a Contact page

  1. Navigate to CRM and click Contacts.

  2. Click Add a Contact.

  3. You can select an internal form from the drop-down at the top of the page.



  4. Fill out the form and remember to click Save


Set a default internal form as your quick-add contact form

If you want an internal form to be the default form that opens when you click quick-add (+), follow these steps to set it up. 

  1. Navigate to CRM and click Settings.

  2. Scroll down to Adding Contacts and select the form you want to set as the default form in the Default Quick-Add Form list.


  3. Click Save.

Note: Click here to learn how to add internal forms to this list using Campaign Builder.


Add additional internal forms to your quick-add drop down list

Only one form can appear as the default in the quick-add list, but you can select additional internal forms to appear in the quick-add drop-down list.

  1. Go to CRM > Settings in the main navigation menu.


  2. Scroll down to Adding Contacts and in the Quick-Add Forms section, click on the forms that you want to add. Hold down the Ctrl key on your keyboard to select multiple forms.



  3. Click Save. Your selected forms will now appear as options in the quick-add drop-down list.

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