|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.
Adding a Contact
You can add as many contacts as you need. To prevent against duplicate contacts when adding contacts, SharpSpring 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. To add a contact, do the following:
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.
Cloning a Contact
There may come a time when you want to clone an existing contact for certain purposes. Consider the following example:
Bob has been with Company A for quite some time. During that time, Bob has been added to more than a few lists and has an extended lead history. Bob decides to go and work for Company B. Jane is promoted to Bob's old position in Company A and takes ownership of the role-based email address that Bob had.
Rather than recreating Bob as a new contact, you can clone Bob's existing contact record that is already in your instance. You can then edit the cloned record to update Bob's email address and company information. In addition, you can then edit the existing record to reflect that Jane is now associated with that original email address.
To clone a contact, do the following:
Cloning Contacts via Profiles
To clone a contact through the contact's profile, do the following:
To add a contact, do the following: