Sometimes you meet a potential customer face-to-face. Other times, it’s a phone call, referral, or even a business card.
Whatever the case, Jumpalead makes it super simple to add new contacts manually, so no opportunity slips through the cracks.
📝 Here’s How to Do It:
- Go to “Contacts”
From your dashboard, click on the Contacts tab in the left-hand menu. - Click “+ Add Contact”
You’ll find this button in the top right corner. Easy to spot, easy to use. - Enter the Contact’s Details
Fill in as much info as you have:
- Name
- Email
- Phone number
- Tags (optional but handy)
- Source (e.g., "Referral," "Networking Event")
- Any notes or extra context
- Click “Save”
Boom! They’re now safely in your system and ready for follow-up!
💡 Tip: Tag It Right
Tags make it easier to find and segment your contacts later. Think of tags like digital sticky notes, you can use them for things like:
- “Hot Lead”
- “Met at Expo”
- “Follow-Up Needed”
- “No Response Yet”
🚀 What You Can Do Next
Once your contact is added:
- Add them to a pipeline
- Trigger an automation or email sequence
- Assign them to a Smart List
- Schedule a call or meeting
- Add tasks or reminders
This is where the magic happens.