There are three ways to add contacts to the CRM, and one of these is adding a single contact to the CRM.

To add a single contact to the CRM, follow these steps:

Step 1. From the merchant's dashboard, hover your mouse over the Add Contacts tab and select Add Single Contact.

Step 2. Type the contact's information.

Step 3. Select the campaign where you want to add this contact.

Step 4. Toggle ON the applicable campaign where you want to add this contact.

Make sure that you have permission to send marketing content to this contact and confirm that they are a customer of your company. If so, tick the checkbox.

Step 5. Review your contact's information and click the Save Contact button.

Step 6. You can also take the Direct URL of this form and give it to a virtual assistant or receptionist of the client you are working with. 

Doing so will let them access this link and enter the contacts into the campaign without logging in to the system. 

Step 7. You also can watch our training video if you want to learn more about this procedure. 

Related Articles:

3 Easy Ways to Add Contacts To a Campaign
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How to Add a Contact via Sign In Form
How to Import a List of Contacts to the CRM