Adding a Contact

The Key Steps

Creating a New Contact from the People Section

  1. Click the People icon
  2. Select Everyone under the People section
  3. Click on the New Contact button
  4. Enter the Contact information
  5. Click the Save button

Creating a New Contact from the Quick Actions Panel

  1. Click on the Quick Actions button from the panel at the top of the page
  2. Select Add Contact from the drop down menu
  3. Enter the Contact information
  4. Click on the Save button

👇 For more detailed steps, refer to the article below:

Creating a Contact in the People Section

To create a profile for new leads who walk into your facility, you will want to add them as a contact in your Pulse system. 

One place you can create a new contact in Pulse is the Everyone page from the People section.

To navigate to the Everyone page, click on the People icon in the left side panel and then select Everyone under the People section. 

From the Everyone page, you can see all of your contacts listed. On this page, you can click on the New Contact page in the top right corner to create a new contact.

You will then be taken to the Basic Information page where you can provide the details for your new contact. 

NOTE: The first and last name fields are required to make a new contact, however, the rest of the fields are optional. 

Once you are done filling out the contact information, click on the blue Create button.

NOTE: Whenever new contacts are created their Type will be automatically set to Lead. 

Creating a New Contact from the Quick Actions Panel

Another way you can create new contacts is by using the Quick Actions button in the panel at the top of your Pulse admin account. This option can be used from anywhere within the Pulse system.

To create a new contact, click on the Quick Actions button in the panel at the top of the page.

From the Quick Actions drop down menu that appears, click on the Add Contact option.

From the Add Contact option, you will be taken to the same Basic Information page to enter in the details for your new contact.

Once the contact information is added, click on the Create button at the bottom of the page to save the contact.