Add A New Contact With An Internal Form

Pro-Tip! Click here if you are looking to learn how to set up an internal form in the campaign builder.

  1. Go to CRM > Contacts in the main navigation menu

  2. Hover over Contacts and select Add a Contact


     
  3. At the top of the contact creation page, select the internal form you would like to use


     
  4. Fill out the form and click Save or click Save & Add Another Person to create more contacts using the form
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