We know how important it is to be able to keep track of your contacts. That's why we've made it easy to create new Contacts with the click of a button.
Our Contacts features let you manage and contacts and keep track of people easily. When you use these tools, you can stay organized and better engage with your contacts.
Adding a New Contact
Keela makes it as easy as possible to create and manage your contacts with just a few clicks.
Create the Contact Profile
There are a few different ways that you can create a new Contact in Keela.
A) Click on the Quick Action button at the top-right of your screen and select "Contact".
B) Click on the "+" icon on the right side of the Contacts title bar.
C) Create a new Contact by clicking on the "+ Contact" or "+" button within the Contacts tool.
Any of these options will create a new Contact card for you to fill in with details.
Add Contact Information
Type in the first and last name of your contact. You can also select a title from the drop-down list or create a custom title.
Add other relevant information like their email, phone number, organization, or address.
Assign Team Members
Add an Assignee -- the team member who will be responsible for the new contact. This is optional; if you don't have an assignee for your contact, leave this section blank.
Set a Priority Level
Select a priority level for your contact. Use this to help manage priorities and contacts.
Add a Tag
If your contact belongs to a group, you can add them to that tag here or create a new one.
You can add as many tags to your contact as you need to. While this is optional, it can be very helpful in managing and grouping your contacts.
Click the "Add" button at the bottom right of the screen.