Add a new contact with an internal form

Table of Contents:

Set default internal form for quick adding contacts

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


  2. Scroll down to "Adding contacts" near the bottom of the page


  3. Select the form you want to set as the default from Default Quick-Add Form list

Note: The internal form must be published before it will be listed in the Default Quick-Add Form list. Click here if you are looking to learn how to set up an internal form in the campaign builder.


Add additional internal form options to quick add

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


  2. Scroll down to "Adding contacts" at the bottom of the page


  3. Click each form that you want to be able to access from the quick add


Select internal form

  1. Go to the home page and click the + button to add a new contact

  2. Select the internal form that you would like to use

  3. Fill out the form and click Save


  4. To add another contact, click the link to open the quick-add panel again.


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