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
⚠️ 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
In the left-side main menu, click Contacts.
Click the Add Contacts button in the upper-right corner of the Contacts page.
A Create a Contact panel will slide out from the right side of your screen.
Fill out the available fields with the contact’s information.
Once complete, click the Save button at the bottom-right of the panel.
In the left-side main menu, click Contacts.
Click the Add Contacts button in the upper-right corner of the Contacts page.
A Create a Contact panel will slide out from the right side of your screen.
Fill out the available fields with the contact’s information.
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.
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