Add or edit a contact

Put one person or business into the phone book, with the details your team needs to call them.

Where to find it

Campaigns › Prospects (Easy mode: Essentials › Phone book)

Open Campaigns › Prospects and press “Add prospect” (Easy mode: Phone book › “Add contact”).
Fill in “Contact name” and the phone number with its country code (for example +1 and the number). Both are required.
Add the optional details: “Company”, “Job title”, “Email”, “Country”, “City”, “Stage”, lead score, “Deal value”, “Owner”, “Campaign”, “Product / service”, “Tags (comma separated)”, “Next action” and its time.
Press “Add prospect” to save. To change a contact later, open it and press “Edit”, then “Save changes”.

Setting	What it does	Default
Contact name	The person's name. Required.	—
Phone number	The number to call, written with the country code (E.164). Required.	—
Company / Job title / Email / Country / City	Free text that appears in the list and on the contact page. Country is also used to read a number written without a country code.	—
Stage	Where the contact is in your pipeline.	New
Lead score (0 to 100)	Your own rating of how promising the lead is; shown green from 75 and red below 40.	50
Deal value	The value of the possible deal, used in the pipeline board and the Revenue forecast.	0
Owner	The team member responsible. When an agent adds a contact without choosing, the agent becomes the owner.	Unassigned
Campaign	The call campaign the contact belongs to.	None
Product / service	What you are offering this contact (products are set in CRM setup).	None
Tags (comma separated)	Labels such as “vip, referral”.	—
Next action / Next action time	The next thing to do and when; shown in the list and on the contact page.	—

Saving shows “Contact name and phone are required.”

Fill in both the contact name and the phone number, then save again.

Saving shows “Campaign not found.”

The chosen campaign no longer exists in your organisation. Choose another campaign or “None”.