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Manually Create a New Contact

Creating a contact manually in Aidium is quick and ensures every lead, client, or partner is captured for future engagement. Whether it’s a potential lead or a closed client, logging every interaction helps build stronger, more organized relationships.

⚠️ Required Fields: To create a new contact, you'll need:

  • First Name

  • Last Name

  • Either a Phone Number or Email Address


Adding a New Contact

  1. In the left-side main menu, click Contacts.

    More Functions - Manually Create a New Contact 1

  2. Click the Add Contacts button in the upper-right corner of the Contacts page.

    More Functions - Manually Create a New Contact 2

  3. A Create a Contact panel will slide out from the right side of your screen.

    More Functions - Manually Create a New Contact 3

  4. Fill out the available fields with the contact’s information.

    More Functions - Manually Create a New Contact 4

  5. Once complete, click the Save button at the bottom-right of the panel.

💬  The “Contact Status” dropdown will reflect the options available based on your company’s custom statuses.

💡 Once saved, you’ll be returned to the Contacts list, and your new contact will be ready for use in campaigns, automations, or follow-ups.

 👍 This concludes adding a new contact manually.