CREATE A CONTACT

Article ID: CON-001

Category: Contacts

Estimated Time: 2 minutes

Difficulty: Beginner

What You'll Learn

Learn how to manually add a new contact to your flourish platform.

Before You Begin

Before creating a contact, make sure you have at least one of the following:

• Email address

• Phone number

While these fields aren't always required, adding them now makes it easier to communicate with your contact later.

Follow These Steps

☐ From the left menu, click Contacts.

☐ Click + Add Contact in the upper-right corner.

☐ Complete the contact information you'd like to save.

Recommended Fields

• First Name

• Last Name

• Email

• Phone

• Company Name

☐ (Optional) Click + Add Tag to organize your contact.

☐ (Optional) Assign the contact to a team member, if applicable.

☐ Click Create.

Success Check

Your contact has been created successfully when:

✔ The contact record opens after clicking Create.

✔ The contact appears in your Contacts list.

✔ You can search for the contact using their name, email address, or phone number.

Pro Tip

💡 Add tags when creating a contact to keep your database organized from the start. This makes it easier to filter contacts and build automations later.

Troubleshooting

I don't see the + Add Contact button.

• Make sure you're on the Contacts page.

• Refresh your browser and try again.

• If you're using a team account, your user permissions may limit access to creating contacts.

I can't save the contact.

• Check that all required fields are completed.

• If the contact already exists, review your contact list to avoid creating a duplicate record.