People Tab: Adding a Single Person

Learn how to add a one-off person to your Bonzo database!

Updated over a week ago

How to add a single person to your Bonzo Database:

  1. Start in the People tab on the left side of your screen.

  2. At the top right, you will select the pink "Add Person" button.

  3. Once here, Bonzo will first ask who the "assignee" should be. Select the proper party from your team.

  4. Below, there are two options: Campaign and Stage. These two options allow for you to either place your person directly in a Campaign of messaging from their start in Bonzo or to be placed into a Pipeline Stage from the Start.

  5. If you leave these two options blank, Bonzo will only bring this person into the database.

  6. Next you will type in any core details for this person.

  7. At the top, you can toggle to the and other tabs of information and enter those details.

  8. Once you have finished, you will click "Save" at the bottom right.

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