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Create, Edit, and Delete Contacts

Every relationship in your CRM starts with a contact record. This page covers the four most common contact management tasks: creating a new contact, editing an existing one, deleting a contact when needed, and extending the data model with custom fields.

Create a new contact

Section titled “Create a new contact”

The Add Contact slide-out form showing fields for name, email, phone, and tags alongside the Save and Save and Add Another buttons

  1. Navigate to Contacts in the main menu.
  2. Click Add Contact.
  3. Fill in the contact’s details — name, email, phone, and any other available fields. The more information you provide, the easier it is to personalize future outreach.
  4. If the field you need is not visible, create a custom field first (see below), then return to complete the record.
  5. Click Save.

Edit an existing contact

Section titled “Edit an existing contact”
  1. Navigate to Contacts.
  2. Click the row for the contact you want to update. The contact record opens.
  3. Make your changes on the left panel of the contact detail page.
  4. If a needed field is missing, use the custom fields workflow below to add it, then return and fill it in.
  5. Click Save to apply your changes.

Delete a contact

Section titled “Delete a contact”

Deleting a contact is permanent and cascades to related records. Before deleting, note that the following are also removed:

  • Conversations
  • Notes
  • Opportunities
  • Tasks
  • Appointments
  • Manual actions
  • Community group ownership

Active campaigns and workflows for the contact are stopped. Deleted contacts can be restored within 2 months.

To delete a contact:

  1. Navigate to Contacts in the main menu.
  2. Select the checkbox to the left of the contact’s name.
  3. Click the Delete button that appears.
  4. In the confirmation dialog, type DELETE and click the Delete button to confirm.

Create custom fields

Section titled “Create custom fields”

The Custom Fields settings page showing a list of custom fields with Add Custom Field button and field type options

Standard contact fields cover common data points like name, email, and phone. Custom fields let you capture anything specific to your business — lead source, membership tier, preferred product, intake date, or any other value your team tracks.

  1. Go to Settings → Custom Fields.
  2. Click Add Field.
  3. Choose the field type (text, dropdown, date, number, etc.).
  4. Fill in the field details: name, group, placeholder text, and any other options for the chosen type.
  5. Click Save.

Once saved, the field appears in contact records and is available as a filter condition in Smart Lists.

How contacts are created automatically

Section titled “How contacts are created automatically”

In addition to manual entry, contacts are created automatically when:

  • A form or survey is submitted by a new lead.
  • A contact is imported via CSV (duplicates are resolved based on email/phone match).
  • A workflow runs a Create Contact action.
  • A lead arrives through a connected integration (Facebook Lead Ads, etc.).

For CSV imports, the system always checks for existing email and phone matches and merges records rather than creating duplicates.