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.