In SharpSpring, you can add a single contact at a time, without uploading them from a list or filling out a form on your website. This is useful for when you have someone's business card and want to add them to the Contact Manager. Once you have someone's First Name, Last Name, or Email, you can them as a lead in SharpSpring. This article details how to add contacts.
The following user roles have access to add new contacts:
- Company Managers
- Marketing Managers
To add a contact, do the following:
Note: When adding contacts, the system will check to make sure the lead is not already a contact in your database. The check uses the lead's email address as the unique identifier to see if the lead already exists in the database.
When you manually add a lead, that lead is not being tracked. The best way to begin tracking the lead's behavior is by sending the lead a one-off email in the Contact Manager. Once the lead clicks on the link in the email, SharpSpring can begin tracking that lead.