Adding Contacts in Momentum CRM

Step 1: Navigate to the Contacts Section

• From the Momentum CRM dashboard, go to the Contacts section.

Step 2: Manually Adding a Contact

1. Click the plus (+) icon in the top toolbar.

2. Enter the contact details:

   • Name

   • Email

   • Phone number

3. To upload a logo, click Change.

4. To add multiple emails or phone numbers, click Add Email or Add Phone Number.

Step 3: Assigning Contact Type

• Choose whether the contact is a Lead or a Customer.

• Scroll down and click Save.

• You’ll be redirected to the Contact Card, where you’ll see:

  • Left: Contact details

  • Center: Conversations

  • Right: Activity history

Step 4: Adding Additional Information

• On the left panel, click General Info.

• Enter additional details such as:

  • Business Name

  • Street Address

  • Website

• For extra fields, click Additional Info.

Step 5: Creating Custom Fields

If you need more data points:

1. Navigate to Settings → Custom Fields.

2. Click Add Field in the top right.

3. Choose a field type:

   • Text Input

   • Dropdown Options

4. Example: To track a contact’s favorite color:

   • Choose Text Input – Single Line

   • Name it Favorite Color

   • Assign it to General Info or Additional Info

   • Click Save

Step 6: Filling Out Custom Fields

• Return to the contact screen.

• Locate the new custom field.

• Enter the relevant data.

• Click Save.

Step 7: Returning to the Contact Card

• From your contact list, select the contact’s name.

• Review or update details from the Contact Card.

Next Steps

In upcoming sessions, we’ll explore:

• How to import contact lists in bulk

• How to engage with contacts individually or at scale