How do I add a singular contact?

1. To add a singular contact into your CRM, you will need to select the Contacts tab on the lefthand side of your Numero platform. You will then select the Add Contact button on the righthand side.

2. From the dropdown, you will need to select a contact type. Your choices are: Individual or Organization

3. Once you select Individual or Organization, fill out all the fields that you have data available for. When finished, select Add Contact.

NOTE: Adding singular contacts is good if you have a small list of 10 or less contacts, but if you have more than 10, we recommend doing a bulk import. You can find an article on that process here.