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Adding, Editing, and Deleting Contacts

Contacts are the foundation of LeadCenter. Every lead, client, household member, and professional contact lives as a contact record. This article walks you through the full lifecycle: creating a contact, keeping the record up to date, and removing or restoring contacts when needed.

Overview

• Add a contact manually from the Contacts page, from the Sales Pipeline, or by importing a CSV.
• Edit a contact's details from the contact details page using inline editing on most fields.
• Delete moves the contact to the Trash folder. The contact is not permanently removed.
• Restore brings a deleted contact back from the Trash.
• Mark as spam blocks future calls and emails from that contact's number and email address.

If you need to add many contacts at once, use Importing Contacts using CSV instead of adding them one at a time.

Add a New Contact

Option 1: Add from the Contacts page

1. In the left menu, click Contacts.
2. Click + Add Contact at the top right.
3. Fill in the contact's basic information:
   • First name and Last name are required.
   • Primary email and Primary phone are recommended.
   • Source and Medium help the contact appear correctly in reports.
   • Status is optional and can be used to set the contact's client status when the contact is created.
   • Owner is the user responsible for the contact.
   • In Pipeline? controls whether the contact appears in the Sales Pipeline.
4. If you add a spouse and keep Copy other contact records to spouse selected, shared values such as the selected status can be copied to the spouse contact.
5. Click Save.

Option 2: Add from the Sales Pipeline

1. In the left menu, click Pipelines.
2. Click + Add Contact at the top of the pipeline table.
3. Fill in the form. The contact will automatically start in the New stage.
4. Click Save.

Whether a contact is added from the Contacts page or the Sales Pipeline, it is the same contact record. The main difference is whether In Pipeline? is turned on by default.

Option 3: Import contacts in bulk

For larger lists, use CSV import. See Importing Contacts using CSV for supported columns and date and phone formatting.

Duplicate detection when creating a contact

When you add a contact, LeadCenter checks for possible duplicates based on Primary email or Primary phone. If a match is found, a warning banner appears on the contact details page linking to the Duplicates tab, where you can review and merge contacts if needed.

For more details, see How Possible Duplicate Contacts Are Detected.

Edit a Contact

Most fields on the contact details page support inline editing. Click a field, update the value, and click the save icon.

Common edits

• Name, email, phone, and address are edited in the contact masthead at the top of the details page.
• Multiple emails, phones, or addresses can be added, and you can choose which one is Primary or Preferred.
• Stage, Source, and Owner are edited from the Important Information section on the Overview tab.
• Status is edited from the contact profile and uses the same Client Status options available when creating a contact.
• Tags are edited from the Tags card.
• Category is edited from the Important Information section.
• Custom fields are edited from the custom fields section on the Overview tab.
• Marketing opt-outs are edited from the Opt outs area in the masthead.

Related articles: Primary vs Preferred Contact Information, Contact Tags, Contact Categories, and Marketing Opts In.

Add or remove a contact from the Sales Pipeline

Turn In Pipeline? to Yes to add the contact to the pipeline, or No to remove it. Removed contacts remain in the Contacts page and keep their history.

For more details, see Sales Pipeline Management.

Edit multiple contacts at once

On both the Contacts page and the Sales Pipeline, select contacts using the checkboxes and use the action buttons at the top of the table to change stage, assign an owner, change source, add tags, or run a workflow. You can select contacts across multiple pages using Select all X leads.

Delete a Contact

Deleting a contact moves the record to the Trash folder. It is not immediately and permanently removed, which gives you a chance to recover the record if it was deleted by mistake.

Delete a single contact

1. Open the contact's details page, or find the contact in the Contacts or Pipelines list.
2. Click Actions.
3. Select Delete.
4. Confirm the action in the pop-up.

Delete multiple contacts

1. Go to the Contacts page or Pipelines.
2. Select the contacts using the checkboxes.
3. Click Delete in the bulk action bar at the top.
4. Confirm the action.

What happens when a contact is deleted

• The contact is moved to the Trash folder.
• The contact no longer appears in the Contacts page, Sales Pipeline, or global search.
• The contact no longer appears in pipeline reports, appointment reports, or executive dashboard reports related to leads.
• Production and commission records associated with the contact remain in production and commission reports.
• Incoming calls, emails, and texts from that contact will re-surface a record when they arrive unless the contact has also been marked as spam.

If you need to stop future calls or emails from a contact, mark the contact as spam in addition to deleting. Deleting alone does not block future inbound communications.

Restore a Deleted Contact

1. Go to the Trash folder.
2. Find the contact you want to recover. Use the search bar to search by name, email, phone, or ID.
3. Open the contact's Actions menu.
4. Select Restore.

Restored contacts return to the Contacts page with their prior activity, notes, tasks, accounts, and tags intact. If the contact was in the Sales Pipeline before deletion, you may need to turn In Pipeline? back to Yes, which places the contact back in the New stage.

Mark a Contact as Spam

Marking a contact as spam blocks future calls and emails from that contact's phone number and email address, and automatically routes new inbound activity to the spam folder.

1. Open the contact's details page, or find the contact in a list.
2. Click Actions.
3. Select Mark as spam.

To reverse this, open the contact from the spam folder and use Unmark spam from the Actions menu.

Best Practices

• Always capture source and medium. These fields help support reporting, so set them when creating the contact instead of leaving them blank.
• Set Primary email and Primary phone carefully. These are used for reminders, workflow emails, SMS, click-to-call, and duplicate detection.
• Assign an Owner at creation. This affects who sees the contact in ownership-based views and reports.
• Use CSV import for large lists. Importing is faster than manual entry and supports filling in stage, source, tags, and custom fields in one pass.
• Merge duplicates instead of deleting them. Merging preserves emails, calls, texts, notes, tasks, and appointments on the surviving contact.
• Mark spam separately from delete. Deleting does not block future inbound communications.
• Review the Trash before purging. Restored contacts keep their history.
• Use tags and categories for broad grouping, and custom fields for structured data.

FAQs

Where do newly created contacts appear?

Every contact appears in the Contacts page. If In Pipeline? is turned on, the contact also appears in the Sales Pipeline in the New stage.

Can I create a contact without an email or phone number?

Yes. Only First name and Last name are required. However, without a Primary email or Primary phone, LeadCenter cannot send appointment reminders, workflow emails, or SMS to that contact until a Primary email or phone is added.

What happens to activity when I delete a contact?

Notes, tasks, appointments, emails, calls, and texts stay attached to the contact record and are available again if the contact is restored. Production and commission records associated with the contact continue to appear in production and commission reports.

Does deleting a contact stop future emails, calls, and texts from them?

No. Deleting only removes the record from active views and reports. To block future inbound calls and emails, mark the contact as spam.

How long are contacts kept in the Trash?

Contacts remain in the Trash folder until they are explicitly purged. You can restore a contact at any time from the Trash folder using Actions → Restore.

Can I undo a delete if I already restored and edited the contact?

Yes. Edits made after restoration are additive. The original contact record is the same record you deleted, with the same ID, history, and related activity.

I added a contact and got a possible duplicate warning. What should I do?

Open the Duplicates tab on the contact details page, review the matching contacts, and decide whether to merge them.

Family members that share an email or phone are expected to be flagged. See How to Handle Duplicate Contacts When Family Members Share the Same Email.

Can I delete contacts in bulk?

Yes. From the Contacts page or the Sales Pipeline, select contacts using the checkboxes and click Delete in the bulk action bar.

If I delete a contact, will their accounts be deleted too?

No. Financial accounts, production, and commission records associated with the contact remain and continue to appear in production and commission reports. Only the contact record is moved to the Trash.

Related Articles

• Contact Management Dashboard
• Sales Pipeline Management
• Merge Contacts
• Primary vs Preferred Contact Information
• Contact Tags
• Contact Categories
• Importing Contacts using CSV