Add Contacts in Seconds: Never Lose a Lead Again
As an insurance agent, speed and organization are everything. Every new lead that slips through the cracks is a missed sale. That’s why adding contacts right away inside Agent CRM is one of the simplest—but most powerful—habits you can build.
When you manually add contacts, you start their journey through your system instantly. That means:
- No more sticky notes
- No forgotten follow-ups
- And no wasted opportunities
Let’s walk through how easy it is to add someone manually to your CRM—so you can focus on doing what you do best: building relationships and closing sales.
🧭 How to Add a Contact Manually in Agent CRM
It only takes a few clicks. Here’s how:
• Go to Contacts
Head to the left-hand menu and click Contacts.
• Click the + Button
At the top of the Contacts page, click the Add Contact icon (a plus sign).
• Fill in Basic Info
Enter the contact’s name, phone number, and email. You can also add:
- Tags (e.g., “Facebook Lead,” “Current Client”)
- Notes (e.g., “Interested in Final Expense policy”)
- Any extra custom fields you’ve created
• Hit Save
Click Save, and you’re done! Your contact is now in your CRM and ready to go through your automations and follow-up workflows.
📌 Pro Tip for Better Organization
As soon as you add a new contact, add a tag that helps you remember where they came from or what they’re interested in. It’ll make it easier to sort, follow up, and personalize your messaging later on.
🎥 Want to See It in Action?
Check out the full video walkthrough in the Agent CRM Training Course:
👉 Contact Management Tutorial
Ready to Get More Organized?
The faster you add your leads to Agent CRM, the faster you can start closing deals.
Start your 14-day free trial today: www.agent-crm.com
