Contacts are created when leads are submitted via the Leadbox. When adding contacts individually, only phone numbers are required. If a contact was first created from a Facebook lead, it may contain a name only, depending on the individual's privacy settings in Facebook.
Create a contact
- Sign in to Leadferno and navigate to Contacts.
- Use the
+button to open the Add New Contact modal. Only the phone number field is required.
- Select Add to create the contact. The contact list will be updated with the new contact.
For multiple profiles: the contact will be created in the profile selected, or, in all profiles, if no filter is selected.
Edit a contact
- Select the contact. The left screen will open with contact details.
- Select the edit (pencil) icon. The editable text fields load with save (
✓) and cancel (x) icons.
- Edit details.
- Select the
✓to save the changes.