Skip to content
English
Sign in
Contact us
  • There are no suggestions because the search field is empty.

Manually Create a New Contact

Creating a contact manually in Lendware 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.

    chrome_WZkvxi1ZB4

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

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

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

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

refer4

💬  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.