How to Create and Add a Contact

How to Create and Add a Contact

In this lesson, you will learn the process of adding contacts to your notary marketing success software.

We will also cover the difference between leads and current customers and how having all your contacts in one place can make it easier to track current clients and nurture potential clients. 

Follow the video above to learn how to create and add a contact or follow the step-by-step tutorial below!

Key Terms:

Contact: A contact is an individual who is either a potential or current client. A contact is not a company name. We will cover later how to add a company. 

You must have a contact's email or phone number to add them to the software. Ideally, you have the following;

• Name

• Phone Number

• Email

• Address (If appropriate)

Step-By-Step Tutorial: How to Create and Add a Contact

Step 1: Go to Contacts

On the left sidebar, click “Contacts” to open your contact list.

Step 2: Click “Add Contact”

In the top right corner, click the “+ Add Contact” button.

Step 3: Enter Contact Info

Fill in the details like:

• First Name

• Last Name

• Email

• Phone Number

• Tags (optional, like “Lead” or “Client”)

Step 4: Save the Contact

Click the “Save” button at the bottom.

Your contact is now added to LSS CRM!