How To Create a New Contact
Add your clients so every text, email and reminder reaches the right person.
TamikaMarie Smith
Last Update 4 days ago
1. Open Contacts
Click Contacts in the left menu. Your list shows each client's name, phone, email, business name and tags. Use Search contacts or Filters to find someone fast.
2. Add a new contact
Click + Add Contact, or the person icon at the top right. Enter their first name (required), last name, email and phone. Use + Add email or + Add phone if they have more than one. Choose a contact type and their time zone so reminders go out at the right hour.
3. Respect their contact preferences
If a client asked not to be contacted, check DND all channels, or check only the channels they opted out of: Email, Text messages or Calls & voicemail. Click Save, or Save and add another to keep going.
4. Edit a contact
Click the client's name to open their record, update their details on the left and save. Need a field that isn't there, like filing status or score goal? See Custom Fields: Track the Client Details That Matter to Your Practice.
5. Adding a lot of clients at once?
Click Import at the top right of Contacts to upload a spreadsheet of clients instead of adding them one by one. See How to Import Contacts.
Stuck on a step? Open a ticket at support.trmcrm.com or join live training Wednesdays 11am to 1pm Central.