Create A New Contact With An Internal Form

Introduction

Follow the instructions below to add a new contact to Infusionsoft using an Internal Form .

Pro-Tip!
Click here if you are looking to learn how to set up an internal form in the campaign builder.

 

Step-by-Step Instructions

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

     

  2. Hover over Contacts and select Add a Contact

     

  3. At the top of the contact creation page, select the internal form you would like to use.

     

  4. Fill out the form and click Save or click Save & Add Another Person to create more contacts using the form.