MarketPulse is a database-driven platform where every lead, customer, and partner is stored as a Contact. While most contacts are created automatically through website forms or chat widgets, there are many scenarios where you will need to create a contact record manually to ensure your sales pipeline remains accurate.

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Manual Contact Creation

Manual entry is typically used for walk-ins, phone-in leads, or contacts met at networking events.

Step-by-Step Procedure

1. Navigate to the Contacts module in the left-hand menu.
2. Ensure you are in the Smart Lists tab.
3. Click the Plus (+) icon (Add Contact) in the top-right toolbar.
4. A slide-out menu will appear on the right. Fill in the following essential fields:
   • First and Last Name
   • Email Address
   • Phone Number (Use the mobile field if they wish to receive SMS)
   • Contact Type: Usually set to "Lead" or "Customer."
5. Click the Save button at the bottom of the slide-out.

The Importance of Tags

Tags are the primary way we categorize and trigger automation within MarketPulse. When looking at a contact, you should be able to see relevant tags to indicate what stage they are in an automation or event to trigger a new automation.

Pro Tip: Always perform a quick search for the contact's email or phone number before creating a new record. This prevents the creation of duplicates and saves time later.

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Managing Contact Records

Once a contact is created, you can manage their entire history from the Contact Details page.

Feature	Description
Activity Feed	View every email sent, page visited, and form filled out by the contact.
Communication	Send one-to-one emails or SMS messages directly from the record.
Tasks	Assign follow-up reminders to yourself or other team members.
Notes	Log details from phone calls or meetings to maintain a "brain dump" for the team.

References:

Merging Contacts in MarketPulse CRM 

Market Pulse Introduction 

Mass Email and Bulk Messaging in MarketPulse