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Adding a New Contact or Client

The CRM is our central hub for client and prospect information. Keeping it accurate ensures that everyone at Forge Marketing has the right details when working with clients.

Step-by-Step Guide

Step 1 — Log In

  • Go to [crm.forgemarketing.com].
  • Sign in with your Forge Marketing email and password.

Step 2 — Navigate to “Contacts” or “Clients”

  • From the dashboard, click “Contacts” for individual people or “Clients” for companies.
  • Select “Add New” in the top-right corner.

Step 3 — Enter Contact Details

Fill in the required fields:

  • Full Name
  • Job Title
  • Company Name (link to an existing client if applicable)
  • Email Address
  • Phone Number
  • Account Manager (choose from drop-down list)

Step 4 — Add Additional Information (Optional)

  • Notes about the contact (e.g., how you met them, key interests).
  • Tags for segmentation (e.g., Lead, Prospect, Client, Partner).
  • Attach files such as contracts or proposals.

Step 5 — Save & Verify

  • Click “Save” to add the new record.
  • Double-check that the entry appears in the Contacts/Clients list.

Best Practices

  • Always check if the contact or client already exists before adding a new one.
  • Use professional, accurate spelling (this data is client-facing).
  • Update details promptly if a client changes role, company, or contact information.

Support

If you’re unsure about adding or updating a client:

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