01 - Contact Management and Adding Contacts Manually
Managing your contacts effectively is the foundation of using CareFunnels. This article explains how contacts enter the system and how to manually create one when needed.
How Contacts Enter CareFunnels
There are three main ways a contact can be added:
Manual Entry – You create the contact directly inside CareFunnels.
Form Submissions – Leads fill out a form on your website, automatically generating a contact record.
Phone Calls – When someone calls your agency, their information can be logged and tracked in the system.
Viewing Your Contact List
Go to Contacts in the left-hand menu.
All existing contacts will be displayed on this page, searchable and sortable.
How to Manually Add a Contact
Navigate to the Contacts page.
Click the + (Add Contact) button.
Enter the person’s details. At a minimum, include:
Name
Phone number
Email address (if available)
Fill in as much additional information as you have — more details now mean better tracking later.
Save the contact. It will now appear in your contact list.
Best Practices
Always Capture Key Info: At minimum, enter the contact’s name and one form of communication (phone or email).
Be Consistent: Enter data in the same format (e.g., phone numbers with area code) for easier searching and reporting.
Update Regularly: If you get new details later (like an alternate phone number), add them to the record.
Why This Matters
Accurate contact management ensures that:
Every lead is tracked properly.
Opportunities flow smoothly into the pipeline.
Your team knows who each contact is and how to reach them.
✅ Tip: Get into the habit of entering contacts immediately after meeting or speaking with them. This prevents missed leads and keeps your pipeline current.