Getting Started: Create a New Contact

Contacts are the people in your CRM — students, leads, and clients. To add one manually:

1. Go to Contacts from the left menu.
2. Click + Add Contact (top right).
3. Enter the contact's first name, last name, email, and phone number. Add any custom fields you use (for example, certification type or class date).
4. Click Save.

The new contact opens to its detail page, where you can start a conversation, book an appointment, add notes, or add the contact to a workflow.