Your contact list is the core of your selling system. Building a clean, categorized contact list is one of the best ways to maximize your CRM. It ensures better automation, better filtering, and ultimately better follow-up. Whether you're adding a new lead or updating a current contact, this guide walks you through the process.
How to Add a New Contact
Click the Plus Icon
In the lower-left corner of your CRM dashboard, click the red “+” icon.Select "Contact"
From the pop-up menu, choose Contact.Choose Contact Type
Select either B2B (Business to Business) or B2C (Business to Consumer).
(Optional) Check the Dream 100 box to flag this as a top-priority contact.
Fill Out Contact Details
Enter as much information as possible. Key fields include:Name, Email, and Phone Number
Selling System (recommended for proper sorting and filtering)
Company, Industry, and Position
Address, including Street, City, State, and Zip
Birthday, Anniversary, Tags, and Account Name
Save Your Contact
When finished, click Save in the lower-right corner to add the contact to your system.
How to Edit an Existing Contact
Use the Search Bar
In the top right corner, enter the contact’s name in the search bar (e.g., "John Test") and select the correct record.Update General Details
Click directly into any editable field (email, company, position, etc.).
Make your changes, then click Save to update the contact.
You can also add notes, follow-ups, emails, and more from this screen using the tabs below the contact profile.
Tips for Creating Better Contacts
Always Assign a Selling System Category
If left blank, contacts will default to “Uncategorized.” You can always update later, but assigning a category from the start improves reporting and segmentation.Use Contact Type (B2B or B2C)
Helps separate referral partners from consumers for smarter filtering.The More Fields You Complete, the Better
More data means more filtering options and searchability later.
Always make sure the email address is valid to enable follow-up automation and email tracking features. If you need to log a follow-up, task, or note, just return to the Plus Icon and choose the appropriate action!
If you have any further questions, feel free to reach out to our coach on call—our team is always ready to assist.- Accountable Support