Before you begin
Use manual add when you have one new person to enter. Use import when you have a spreadsheet. Real estate workspaces call the record a Contact; other industries call it a Lead.
Add the record
- Open Contacts or Leads
- Click Add
- Enter name, email, phone, company, source, stage, and assignee where available
- Save the record
- Open the saved row to review the detail page
What you should see
The new record should appear in Contacts or Leads, have the selected owner and stage, and show an initial timeline event for creation.
Common issues
- Duplicate warning — check the existing record before saving a second copy
- Cannot choose assignee — your role may not include assignment permission
- Record saved but not visible — clear filters, groups, and queues