CRM: Add a New Contact Record

Watch this video to learn how to add a new contact to your GiveSmart Donor CRM account.

Steps to add a new contact record

  1. From the Quick Actions container within the dashboard, click ADD NEW CONTACT button

  2. Enter New Contact Details 
    • If a new contact is an Organization, toggle to 'Organization' in the upper right corner
  3. Select Primary Email Address
    • If the contact has multiple email addresses, select which email will be used as the primary email.  Donor CRM will default the 1st email entered as the primary email address.