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How to Manually Add a New Contact to Your LISA Admin

All leads and/or customers that interact with your website (by filling out a quote form, submitting a review, interacting at an in-person lead event, etc.) will be automatically added to your Contact Manager in the LISA admin. However, you can also manually add contacts if you'd like to!

To add contacts individually, please follow the instructions below. (If you would like to import a whole spreadsheet of contacts, see these instructions instead.)

1. Go to the Contacts Dashboard

After logging into your LISA platform, navigate to your Contacts dashboard under Contact Manager > Contacts.

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2. Click the Plus Button

From the Contacts page, click the plus button in the upper right corner.

Add_a_new_content_button.jpg

3. Enter the Contact Details

On the Add Contact page, enter all of the relevant contact information. If you plan to utilize a Predictive Match Index, please note that the customer's full name and address must be correct.

Enter_contact_details_on_contact_page.jpg

In addition to saving the information here, adding contact details will allow you to automatically pull this information into email messages. Learn more about "dynamic information." 

4. Save Your Changes

Once you've added the contact information, scroll down to the bottom to save your changes.

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Did you know? Manually added contacts are easily identifiable on the Contacts dashboard by a plus sign, as shown below.

Plus_sign_for_manual_contact.png