How to Add a Contact to Your CRM

Maintaining a well-organized contact database is key to effective customer management. With Kea Builder’s CRM, you can easily add individual contacts or upload multiple contacts at once. This guide walks you through the simple process of adding contacts to your CRM system.

👣 Step-by-Step: Add a Contact

🔹 Step 1: Open the CRM Panel

Navigate to the side menu and click on “CRM.”

Open CRM panel screenshot

🔹 Step 2: Go to the Contacts Section

Click on “Contacts” in the CRM panel to access your contact list.

Contacts section screenshot

🔹 Step 3: Choose How You Want to Add Contacts

In the top-right corner, you will see two options (Up-Arrow & Down-Arrow):

Choose How You Want to Add Contacts screenshot
  • Import: Use this to bulk-upload contacts via an .xlsx file. Import screenshot
  • Add Contact: Use this to manually add an individual contact. Add Contact screenshot

🔹 Step 4: Add a Contact Manually

Click on the “Add Contact” button.

Add a Contact Manually

A dialogue box will appear. Enter the following details:

  • First Name
  • Last Name
  • Email Address
  • Phone Number

Then, select the List to subscribe the contact to.

Then, select the List to subscribe the contact to

Optionally, assign Tags for better segmentation and filtering.

Add contact form screenshot

✅ That’s it! Your contact has been successfully added to the CRM.

💡 Tip:

Use tags and lists strategically to enhance email targeting, automation, and reporting.