Who This Is For / When to Use
Use this article if you want to:
Add new contacts manually
Edit or update existing contact information
Delete contacts from your account
Restore recently deleted contacts
Create custom fields for storing additional contact data
Create a New Contact
You can manually add contacts directly from the Contacts page.
Steps:
Click Contacts in the main left navigation
Click Add Contact in the top-right corner
Enter the contact details (name, email, phone, and any available fields)
Click Save
Once saved, the contact is immediately available for conversations, campaigns, workflows, and reporting.
Automatic Contact Creation
A contact is automatically created when:
A form is submitted
A survey is completed
A lead is captured through supported integrations
No manual action is required in these cases.
Edit an Existing Contact
You can update contact details at any time.
Steps:
Navigate to Contacts
Click a contact row to open the contact record
Make changes in the left-side contact details panel
Click Save to apply your changes
Edits are saved immediately and reflected across all related features.
Delete an Existing Contact
Deleting a contact removes it from active use but allows recovery for a limited time.
What Happens When You Delete a Contact
Deleting a contact also removes:
Conversations
Notes
Opportunities
Tasks
Appointments
Manual actions
Community group ownerships
It also stops any active campaigns and workflows for that contact.
Deleted contacts can be restored within 2 months.
Delete a Contact
Steps:
Navigate to Contacts
Select the contact using the checkbox to the left of the name
Click Delete in the action bar
In the confirmation modal, type DELETE
Click Delete to confirm
Create New Custom Fields for Contacts
Custom fields let you store additional information specific to your business.
Create a Custom Field
Steps:
Go to Settings > Custom Fields
Click Add Field
Select the field type (text, dropdown, date, checkbox, etc.)
Enter the field details:
Field name
Object (Contact)
Group (optional)
Options (for dropdowns or selections)
Click Save
Once created, the field appears on all contact records and can be used in filters, automations, and campaigns.
Common Issues and Fixes
I Don’t See the Field I Need
Cause: The field has not been created yet.
Fix: Create a custom field from Settings > Custom Fields, then refresh the contact record.
I Deleted a Contact by Mistake
Cause: Contact was deleted manually.
Fix: Go to Contacts > Restore and recover the contact within 2 months of deletion.