📋 Adding Contacts Manually
**No form, no funnel needed.** You can add contacts directly to your CRM at any time — one at a time with full details, or in bulk by uploading a CSV file. Both methods live in the same modal.
—
## 🔍 Where to Find It
1. Open the **Contacts and Leads** page from the left sidebar
2. Click the **+ Add Lead** button in the top-right corner of the page
A modal opens with two tabs:
| Tab | Purpose |
|—|—|
| ✍️ Manual Entry | Fill in a form to add one contact at a time |
| 📄 Bulk add (CSV) | Upload a file to import many contacts at once |
—
✍️ Tab 1: Manual Entry
Use this tab to add a single contact with as much or as little detail as you have.
—
### 📝 Form Fields
| Field | Required | Notes |
|—|—|—|
| **Name** | ✅ Yes | Full name of the contact |
| **Email** | ❌ No | Email address for follow-ups |
| **Phone** | ❌ No | Used by outbound calling and SMS features |
| **Prospect Score** | ❌ No | Star rating (0–5) indicating lead quality |
| **Add to Group** | ❌ No | Optionally assign to a contact group on creation |
| **Notes** | ❌ No | Free-text notes about this lead |
⚠️ **Name is the only required field.** If you leave Email or Phone blank, the system records them as “Not provided” — you can always add them later by editing the contact.
—
### ⭐ Prospect Score
The **Prospect Score** is a star-rating field that helps you signal how warm or promising a lead is.
| Score | Meaning |
|—|—|
| ⭐⭐⭐⭐⭐ 5 stars | Hot lead — high priority |
| ⭐⭐⭐ 3 stars | Warm — worth following up |
| ⭐ 1 star | Cold — early stage or low confidence |
| 0 stars | Unrated |
You can update this score at any time from the contact detail view.
—
### 👥 Add to Group
The **Add to Group** section lets you assign this contact to a group right at creation.
Choose one of three options from the dropdown:
| Option | What it does |
|—|—|
| Do not add to a group | Contact is created without group membership (default) |
| Add to an existing group | A second dropdown appears listing your saved groups |
| Create a new group | A text field appears — type a name and a new group is created with this contact as its first member |
💡 If you choose **Add to an existing group** but no groups exist yet, a hint message prompts you to use **Create a new group** instead.
ℹ️ Groups are useful for bulk outbound calling and organizing contacts by campaign, region, or status.
—
### ✅ Saving the Contact
Click **Add Lead** to save.
What happens next:
1. The contact is created in your CRM
2. If you selected a group option, the contact is added to that group
3. A success notification confirms the lead was added
4. The modal closes and the contact appears in your **All Leads** table
> ⚠️ If the contact is created successfully but the group assignment fails, you will see a warning toast. The contact is still saved — you can add them to a group manually from the Groups tab.
—
📄 Tab 2: Bulk Add (CSV)
Use this tab to import multiple contacts at once from a spreadsheet or data export.
—
### 📐 CSV Format Requirements
Your file must be a `.csv` with a **header row** as the first line.
| Column | Required | Notes |
|—|—|—|
| `name` | ✅ Yes | Full name of the contact |
| `email` | ✅ Yes | Must be a valid email format |
| `phone` | ❌ No | Phone number (any format) |
| `notes` | ❌ No | Free-text notes |
**Example CSV:**
“`csv
name,email,phone,notes
Jane Smith,jane@example.com,+1 555 123 4567,Met at conference
John Doe,john@example.com,,Referral from Sarah
Alex Johnson,alex@example.com,+1 555 987 6543,Interested in premium plan
“`
⚠️ Column names must be lowercase and match exactly: `name`, `email`, `phone`, `notes`. Any unrecognized columns are ignored.
—
### 📤 Uploading Your File
You can upload your CSV in two ways:
– **Click** the upload area to open a file picker
– **Drag and drop** a `.csv` file directly onto the upload area
Once a file is loaded:
– The file name and valid lead count are shown
– A **preview table** displays the first 5 rows so you can confirm the data looks right
– Any rows with errors are listed separately (up to 5 shown, with a count of additional errors)
—
### ⚠️ Validation and Errors
The system validates each row before importing. Rows with errors are **skipped** — valid rows still import successfully.
Common errors:
| Error | Cause |
| `Row N: Name is required` | The `name` column is empty for that row |
| `Row N: Email is required` | The `email` column is empty for that row |
| `Row N: Invalid email format “…”` | The email value does not match a valid format |
| `Missing required columns: name, email` | The CSV header row is missing required column names |
| `CSV file must have a header row and at least one data row` | The file is empty or only has a header |
💡 Fix the flagged rows in your spreadsheet, save again as CSV, and re-upload. You can use **Clear file** to reset and start fresh.
—
🚀 Importing
Once your file is loaded and you are happy with the preview:
1. The **Import N Lead(s)** button shows the count of valid rows ready to go
2. Click **Import N Lead(s)** to start the import
During import:
– Each valid row is created as a separate contact
– A success notification shows how many leads were imported
– If any rows fail during import, a separate error count is shown
– The modal closes automatically if at least one lead was created successfully
ℹ️ CSV bulk import does not currently support group assignment. After importing, you can select contacts from the All Leads table and use **Add to Group** to assign them in bulk.
—
## 🔎 Finding Your New Contacts
After adding contacts (manually or via CSV), they appear immediately in the **All Leads** tab on the Contacts and Leads page.
You can:
– Search by name or email using the search bar
– Filter by source, score, or status
– Click any row to open the full contact detail modal and edit fields, add notes, or view call history
—
## 💡 Tips and Best Practices
**✍️ Use manual entry for high-value leads**
When you have a specific contact worth tracking carefully, manual entry lets you fill in their score, notes, and group in one step.
> **📄 Use CSV for list imports**
If you are migrating from another CRM, exporting from a spreadsheet, or receiving a lead list from a partner, CSV bulk add is the fastest path in.
**🧹 Clean your CSV before uploading**
Remove duplicate rows, fix missing emails, and standardize phone number formats before uploading to minimize skipped rows.
**👥 Assign groups at creation**
If you know a manual lead belongs to a specific campaign or outreach group, assign them during creation — it saves the extra step of finding them later.
**⭐ Score leads at entry**
Setting a prospect score when you first add a contact helps prioritize follow-up immediately, rather than leaving all leads unrated.
—
❓ Common Questions
**Can I add a contact without an email address?**
🟢 Yes. Email is optional. If you leave it blank, the system stores “Not provided”. You can update it later from the contact detail view.
**What happens if I upload a CSV and some rows have errors?**
🟡 Valid rows are imported and errors are skipped. A warning toast shows how many rows failed. Fix the errors in your spreadsheet and re-upload just the corrected rows.
**Can I assign multiple groups during CSV import?**
🟡 Not directly. After importing, select the contacts from the All Leads table and use the **Add to Group** action to assign them in bulk.
**The group I want does not appear in the existing group dropdown. What do I do?**
🟢 Choose **Create a new group** and type the group name. The group will be created and the contact added to it automatically.
**I accidentally added a contact with wrong details. How do I fix it?**
🟢 Open the **Contacts and Leads** page, find the contact, click their row to open the detail modal, and edit the fields directly. Changes are saved immediately.
**Is there a limit to how many contacts I can import at once via CSV?**
🟢 There is no hard limit enforced in the interface. For very large files (thousands of rows), consider splitting into batches to avoid timeout issues.
