Adding and updating your contacts

TL;DR / Overview

Managing your customer database is key to effective communication and growth. With Nilead CRM, you can quickly add new contacts, update existing ones, or remove outdated entries. This guide shows you how to manage contacts directly — step by step.

Prerequisites

• Admin or CRM role access in your Nilead dashboard

• At least one workspace or project set up

• Basic understanding of your customer segments or sales pipeline

Walkthrough

Why Contact Management Matters

Every customer interaction — whether it's a form submission, email, or phone call — can be tracked through a contact in your CRM. Keeping this data organized helps you:

• Follow up effectively

• Segment for marketing

• Track lead status

• Provide better support

Add a New Contact

There are several ways to create a contact manually or automatically:

Manual Method

1. Open the Quick Menu, write and click "Customer".

2. Click Add Contact.

3. Fill in the fields:

   • Name

   • Email

   • Phone number (optional)

   • Source (e.g., “Form submission”, “Sales call”)

   • Tags (e.g., “Lead”, “VIP”)

4. Click Save.

Video Guide: Watch our step-by-step video on adding a contact.

Automatic Method

Contacts can also be added via:

• Website forms (connected to your CRM)

• eCommerce checkouts

• Lead magnet downloads

• Manual CSV import (coming soon)

Edit an Existing Contact

Need to update a contact’s name, tag, or phone number?

1. Open the Quick Menu, write and click "Customer".

2. Click on the contact you want to update.

3. Click the "Edit" icon on top of the name of the contact.

4. Make your changes, then click Save.

Video Guide: Watch how to edit a contact.

Delete a Contact

You can delete a contact if they are no longer relevant.

⚠️ Note: This action cannot be undone.

To delete:

1. Select the contacts you want to delete

2. On the bulk action dropdown, click Delete.

The contact and their history will be permanently removed from the system.

FAQs

1. Can contacts be added automatically from my website forms?
Yes. Forms created with Nilead can push leads directly to your CRM.

2. Can I bulk upload contacts from a spreadsheet?
Bulk import is a planned feature. For now, contacts must be added individually or synced through forms.

3. Can I tag contacts based on behavior or campaigns?
Yes. You can add custom tags manually or automatically through automation rules (coming soon).

4. What happens when I delete a contact?
All associated data (notes, tags, interaction history) is permanently removed.

5. Can I assign contacts to specific sales agents or team members?
Yes. Use the Owner or Assigned To field to delegate contacts within your team.