Manually add a contact

Sometimes you may want to add just one contact to your database—whether it's a lead you met offline, someone who reached out directly, or a record that didn't come from a list import. In this guide, we’ll walk you through how to manually add a single contact into your Invelo database, step by step.

Add an Individual Contact

1. Navigate to the Contacts section. Then click the Add button on the top left corner of the page.
   
   
   
   
2. A pop-up will show to add a new contact.
   
   
   
   
3. Enter the contact's first and last name and optionally add a company name. Then, select the contact type from the dropdown, such as buyer, lender, banker, real estate agent, etc.
   
   
   
   
4. A phone number, email, or mailing address is required to save the contact. Once you click on Save, the contact will now be added to your Contacts section.