How do I add a contact to CRM?

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CRM-CreateContact.png

There are several ways to add a contact to CRM, including in CRM itself, Link Manager, Twitter, LinkedIn and more.

CRM

Manually

  1. Go to CRM > Contacts and click the Add Contact button.
  2. Fill out the contact form. Contact records can be added as Global Contact, allowing everyone on your team to have access; Profile Contact, only made available to team members that have access to that specific profile; and Private Contact, which can only be viewed by the contact creator and the account administrators. Add basic and website information, as well as email, social networks, phone number (personal and business), and address.
  3. Click the Save button.

Import via CSV or vCard

If you've already created a keyword list using Excel or other spreadsheet/data storage software, you can use the Table Options button to add your existing data into Keyword Manager.

  1. Navigate to CRM > Contacts.
  2. Click Tool Options > Import Data.
  3. Click the Choose File button and browse to your CSV file.
  4. Select the Import Type and choose a Scope for your contacts.
  5. Click the Import button and map each column to the appropriate field.

For more information on importing CSVs into CRM, see this related article.

SEO > Link Manager

Contacts can be attached to Link Records to keep a record of who is associated with what website. To add a contact in Link Manager, follow these steps:

  1. Navigate to SEO > Link Manager.
  2. Open a Link Record and click the Contact section in the sidebar.
  3. Click the Create New Contact button at the top of the page.
  4. Fill out the contact form. Contact records can be added as Global Contact, allowing everyone on your team to have access; Profile Contact, only made available to team members that have access to that specific profile; and Private Contact, which can only be viewed by the contact creator and the account administrators. Add basic and website information, as well as email, social networks, phone number (persona and business), and address.
  5. Click the Save button.

The newly added contact will automatically be associated with this link upon creation.

Social > Twitter

You are able to add Twitter users as contacts from both Twitter and Social Stream. To do so, follow these steps:

  1. Navigate to Social > Twitter or Social > Stream.
  2. Search for the Twitter account you would like to add by scrolling through your timeline.
  3. Click the arrow icon to bring up this user's profile.
  4. Click the Contact tab.
  5. In this section, click the Create Contact button. If this contact already exists in CRM, you will see their information here.

To add more than this person's Twitter information to their contact record, view the record in CRM and edit it.

Social > LinkedIn

Similarly to Twitter, LinkedIn users can also be as contacts:

  1. Navigate to Social > LinkedIn.
  2. Search for the LinkedIn account you would like to add by scrolling through your Network Updates, Connections, Groups or Companies.
  3. Click the arrow icon to bring up this user's profile.
  4. Click the Contact tab.
  5. In this section, click the Create Contact button. If this contact already exists in CRM, you will see their information here.

To add more than this person's LinkedIn information to their contact record, view the record in CRM and edit it.

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