How to add a contact manually
In this article, you will learn how to add a contact manually in SystemeScale.
Manual contact creation is useful when you need to add one person directly to your CRM without importing a full contact list.
What you will need
- A SystemeScale account
- The email address of the contact you want to add
π§
Email address is required
The contactβs email address is the main required field when adding a contact manually.
Open Contacts
Go to the CRM tab, then click Contacts.
1
Open CRM
Go to the CRM menu in your SystemeScale account.
2
Click Contacts
Click Contacts to open your contact list.
Create a new contact
Next, click Create contact.
3
Click Create contact
Use the Create contact button to open the contact creation form.
Fill in the required fields
Fill in the required fields on the contact form:
- Email: Enter the email address of the contact.
- Language: Select the contactβs language.
4
Enter the email address
Add the contactβs email address in the Email field.
5
Select the language
Choose the contactβs preferred Language.
β οΈ
Use accurate contact details
Make sure the email address is correct before saving, especially if the contact will receive campaigns, newsletters, login emails, or customer access emails.
Assign a tag to the contact
You can assign a tag when adding the contact.
This is optional, but useful if you want to immediately organize the contact by source, status, interest, or customer type.
6
Choose a tag
Select the tag you want to assign to the new contact.
π·οΈ
Need to create a tag first?
Create a tag before adding the contact if you want to organize the contact immediately.
Save the contact
After entering the contact details and optionally assigning a tag, click Save.
7
Click Save
Click Save to add the contact to your CRM.
β
Contact added
After saving, the new contact will appear in your Contacts list and can be used for tags, campaigns, automations, and customer management.
Best practices
- Confirm the email address before saving the contact.
- Select the right language if the contact may receive emails from your account.
- Assign a tag immediately if you want the contact organized from the beginning.
- Use manual contact creation for individual contacts, not large lists.
- Use CSV import if you need to add many contacts at once.
Related contact management guides
Use the related guides below if you need to create a tag, apply tags automatically or manually, import a full list, or delete contacts.
Was this article helpful?