There are several ways to create contact records in Keap. This is the quickest and simplest option for creating individual contact records.
Manually add a new contact to Keap
- Click the (+) icon at the top right of any Keap page. Quick-Add is the fastest way to manually create a contact.
- Enter the contact information and click Save.
- Click on the link to view and edit the contact record if you want to enter more contact details.
Pro-Tip: The email address is limited to 75 characters when using Quick-Add. If an email address has more than 75 characters, use the Add a Contact page shown below
Another option is to navigate directly to the Add a Contact page.
- Navigate to CRM and click Contacts. Then click Add a Contact.
- Enter the contact information and click Save. Or click Save & Add Another Contact.
