Overview

This article guides you through adding and managing contacts in Scalendo, starting with the foundational task of creating your first contact to build meaningful engagement.

Create New Contact

To add your first contact:

1. Navigate to Contacts in the main menu
2. Click the Add Contact button
3. Enter contact details (name, email, phone, etc.). The more information you provide, the easier it will be to personalize your engagements
4. Click Save

Pro Tip: When a Form or Survey is filled out by a new lead, a new contact is automatically created!

Edit Existing Contact

Keep contact information current:

1. Navigate to Contacts
2. Click on a contact row to open the contact card
3. Make necessary updates on the left-hand side
4. Click Save to apply changes

Delete an Existing Contact

Warning: Deletion removes associated conversations, notes, opportunities, tasks, appointments, manual actions, and community group owners. Active campaigns and workflows stop. Deleted contacts can be restored within 2 months.