Creating a Contact

Managing contacts is at the heart of Wakanda Business, making it easy to store and access vital information about your customers and leads. The Contacts Module serves as a central repository, where you can add contacts manually or generate them automatically from various sources. Follow this guide to create contacts efficiently.

1. Automatically Generate Contacts
   Your contacts or leads can be automatically created through integrations with:

   • Facebook, WhatsApp, Instagram
   • Web Forms (forms on your website) or Web Chat (tawk.to)
   • Wakanda Forms

   Tip: Check our articles on how to use Wakanda Forms and integrate these platforms with your CRM.

2. Manually Add a Contact

   • Go to the Contacts Module and click the Create Contact button.
   • Fill in all necessary fields such as:
     • First Name and Last Name
     • Email Address and Phone Number
     • Any other relevant details.
       
   • If you need to collect additional information, you can create a custom field to include non-standard data points.
   • Once complete, save the form, and your contact will be created.

3. Bulk Upload Contacts via CSV

   • Download the CSV template from the Contacts Module.
   • Format your data to fit the template.
   • Upload the file and map the columns to the correct fields in the CRM.

1. Errors Uploading CSV File

   • Ensure all required fields are filled and formatted correctly according to the template.
   • Double-check for duplicate entries or invalid data.

2. Missing Contacts from Integrations

   • Confirm that the platform (e.g., WhatsApp, Facebook) is properly integrated with the CRM.
   • Review integration settings to ensure leads are being captured.

3. Not Seeing the Custom Field You Created

   • Refresh the page to load the latest changes.
   • Ensure that the field was saved successfully and assigned to the appropriate contact type.