Before sending emails, building automations, or managing appointments, you need a contact. This is the foundation of everything in CrocoClick.

In this article, we'll show you how to create a contact manually, edit their information, and even add custom fields to track the right data.

1. Create a new contact

1. Go to Contacts (main menu)

   

2. Click on + to add a contact

   

3. Fill in the information: name, email, phone number, etc.

   

4. If a field is missing, don't panic: you can create one (see section 3)

5. Click Save

   

2. Edit an existing contact

1. Still in Contacts, click on a contact in the list

2. You will be taken to their contact page.

   

3. Edit the information in the left panel

   

4. Click Save

   

3. Create a custom field

Want to track specific information (e.g., "Occupation," "Registration date," "Payment link," etc.)? Create a custom field:

1. Go to Settings > Custom Fields

   

2. Click Add Field

   

3. Choose the type (text, drop-down list, date, etc.)

   

4. Give it a name and a group

   

5. Click Save

You can now use this field in contact records, forms, and automations.

Conclusion

Creating and managing your contacts in CrocoClick is quick and essential for everything else. With well-filled and customized records, you can automate, segment, and engage your prospects like a pro 💡