Keeping your contact list updated is essential for effective communication and outreach. Whether you're adding new donors, prospects, or team members, Raise More makes it easy to input and manage contact information efficiently.
The Add Contact feature allows you to quickly enter essential details ensuring that your records remain complete and up to date.
This guide walks you through the step-by-step process of adding new contacts to Raise More. To start adding new contacts, you may follow the below steps :
Navigate to Contacts
From your Dashboard, locate the navigation bar on the left side of your screen and select Contacts.Select Add Contacts among the three available choices.
You will be directed to a page with the title Add Contact as shown below.
On the Add Contact page, you can start entering a new contact’s information. The following fields are available:
Basic Information : First Name, Nickname, Middle Name, Last Name
Contact Details: Email Address, Street Address, City, State (2-letter code, e.g., NY for New York), Zip / Postal Code
After entering the details, click Add Contact to save the new record.
The system will direct you to a new contact information page, where you can add more details and update interactions as needed. For more details on this process, refer to the Dialer Management: Make Calls user flow guide.
Illustration of new contact information page