Use manual contact creation when you need to add a single person quickly (e.g., a new lead from a call or a user from a demo). You’ll pick the contact type and complete a short form right from Contacts in your workspace.

Details

• Create contacts from Contacts in your workspace.

• Choose the contact type based on its source (Lead, User).

• Simple fields for quick setup.

How to use

Access Contacts in your workspace.

Click New user or lead.

Select the contact type — User or Lead.

Fill in the details and click Create.

Types of contacts:

• Visitor
  Visitors are anonymous people on your website. This type cannot be created.

• Lead
  People who provided data such as email, name, or phone via bot qualification.

• User
  Users identified by the Pipeback SDK, for example, inside your SaaS authenticated area.