Adding Your First Contact in Consofta

In this post, we'll walk you through the simple steps to add your first contact in Consofta and start building meaningful relationships with your audience.

Ready to add your first contact? Follow these steps:

1. Navigate to Contacts: Log in to your Consofta dashboard and go to the Contacts section.


2. Click the Plus Icon: In your top toolbar, click the plus (+) icon to start adding a new contact.


3. Fill in Contact Details: Enter the contact's name, email, and phone number. You can also add a profile image by clicking "Change" or include additional emails and phone numbers.


4. Set Contact Type: Choose whether this contact is a Lead or Customer.


5. Save Your Contact: Scroll down and click Save to create the contact.


6. Add More Details: Once created, you can add business information under "General Info" or use custom fields under "Additional Info."

Need Custom Fields? Go to Settings > Custom Fields, click "Add Field," choose your field type, name it, and save. Your new field will appear in all contact profiles.

That's it! You now have your first contact in Consofta and can start tracking all your interactions in one place.

If you have any questions or need further assistance, feel free to reach out to our support team. We're here to help!