Getting Started - Create and Manage Contacts

Creating and managing contacts in Adaptive AI helps you keep customer information organized and up to date. This article explains what contact records are used for and walks through how to create a new contact, edit an existing contact, and delete a contact when it is no longer needed. It also answers common questions to help you manage contact records with confidence.

What is Contact Management in Adaptive AI?

Creating and managing contacts is one of the most important parts of keeping your CRM clean and useful. Adding accurate contact details, updating records when information changes, and removing contacts that are no longer needed helps your team work from reliable data.

• Create contacts: Add new people or leads to your CRM so you can track and manage them in one place.
• Edit contact details: Keep names, phone numbers, email addresses, and other information current.
• Delete outdated records: Remove contacts that are no longer needed to keep your database organized.
• Support better workflows: Accurate contact records help improve communication, automation, and reporting.

How to Create a New Contact

Creating a new contact allows you to start tracking a lead or customer inside Adaptive AI right away. Adding complete and accurate details from the beginning makes it easier to manage conversations, follow up with contacts, and keep your CRM organized.

1. 1Navigate to Contacts > Smart Lists from the left-side menu.
2. 2Click + Add Contact.
3. 3Enter the contact's details, such as:
4. 4Manage which fields appear when adding new Contact by click on the Customise Form button.
5. 5Review the information for accuracy.
6. 6Click Save to create the contact.

Edit Existing Contact

Editing a contact helps ensure your records stay accurate as customer details change over time. Keeping contact information updated improves communication, reduces mistakes, and helps your team work with the most current information available.

1. 1Navigate to Contacts > Smart Lists.
2. 2Search for or select the contact you want to update.
3. 3Click on the Contact Name to open the contact record.
4. 4Edit the necessary contact details.
5. 5Save your changes.

Delete an Existing Contact

Deleting a contact helps remove records that are no longer needed, which can keep your CRM cleaner and easier to manage. Before deleting a contact, it is important to confirm that the record is no longer required, because removing it can affect associated activity and follow-up processes.

Follow these steps to delete a contact:

More Ways to Manage Contacts

Creating and editing individual contacts is only one part of contact management. As your contact list grows, Adaptive AI provides additional tools to help you add contacts efficiently, organize the information you collect, manage multiple records at once, and keep your contact database clean.

Capability | What you can do

Import contacts | Add multiple contacts at once by importing a CSV file instead of creating each contact manually. You can map your file columns to the appropriate contact fields during the import. Refer to Getting Started - Import Existing Contacts for step-by-step instructions.

Use custom fields | Capture information that is specific to your business and not included in the standard contact fields, such as lead type, budget, preferences, or other details you want to track. Learn more in How to Use Custom Fields.

Manage contacts in bulk | Select multiple contacts and perform actions on them together instead of updating each record individually. Bulk actions can help with tasks such as adding or removing tags, sending messages, or deleting contacts. Refer to Bulk Actions for Contacts & SmartLists to explore the available bulk actions.

Manage duplicate contacts | Keep your contact database organized by identifying records that belong to the same person and merging duplicate contacts when needed. Learn more in How to Manage and Merge Duplicate Contacts.

Restore deleted contacts | Recover contacts that were deleted accidentally when they are still eligible for restoration. This can also help when contacts were removed through a bulk delete action. Refer to Restore Deleted Contacts or Undo Bulk Deletes for recovery steps.

These capabilities help you manage contacts more efficiently as your database grows. Use the linked guides when you are ready to explore a specific task in more detail.

Frequently Asked Questions

Q: Can I create more than one contact at a time? For multiple contacts, importing contacts is the better option instead of creating them one by one manually.

Q: Why do I see different fields when creating a contact? The fields shown in the Add Contact form can vary based on how the account is configured, including any custom fields that have been added.

Q: What happens when I delete a contact? Deleting a contact removes the record from your CRM and may also affect associated records, campaigns, or workflows connected to that contact.

Q: Can I restore a deleted contact?

Deleted contacts can be restored within 2 months.

Related Articles

• Import Contacts into Adaptive AI
• Restore Deleted Contacts or Undo Bulk Deletes
• How to Create and Use Custom Fields within Adaptive AI
• Bulk Actions For Contacts & SmartLists
• How to Manage and Merge Duplicate Contacts in Adaptive AI