Adding a New Contact

Business Value: Learn how to add a new contact to your RocketLevel account.

Getting Started

We have created this guide to show you how to add a single contact into RocketLevel.

If a written guide isn’t your preferred format, click here to view this information in a video guide.

In this guide, we’ll be covering how to add a single contact into RocketLevel. If you need more information on navigating a contact profile or importing contacts in bulk, please check out our Importing a Contact List guide.

To add a contact into RocketLevel, you’re going to navigate to the “Contacts” tab in the

main menu. Then click All Contacts.

Click the green “+Add Contact” button in the top right corner.  

You will be able to fill out as much information as you’d like on their profile. The main information you will need to add is the name, email, or phone number. Email and phone numbers are unique identifiers that will help you distinguish leads from each other.

If you want to add a tag so that you can pull a list of contacts with that tag, make sure to add the desired tag at this point. Once you have added all the information to the profile, click “Save.”

That’s how easy it is to add a single contact to your RocketLevel account.

For your convenience, RocketLevel articles and walkthroughs like this are available 24/7 at help.rocketlevel.com.