How to Add a New Contact

Your contacts are the foundation of everything you do in Noddle. Whether you're adding a lead from a call, a new customer, or a referral, here's how to manually add a contact.

Create a New Contact

1. Navigate to Contacts in the left menu.
2. Click Add Contact (the blue button in the top right).
3. Fill in the contact's details — name, email, phone number, and any other relevant fields. The more complete the record, the better you can personalize your outreach.
4. Click Save.

💡 Did you know? When someone fills out a form or survey on your website, Noddle automatically creates a contact record for them — no manual entry needed.

Edit an Existing Contact

1. Go to Contacts.
2. Click on the contact's row to open their contact card.
3. Make your updates on the left-hand side of the card.
4. Click Save.

Delete a Contact

Deleting a contact will also remove their conversations, notes, opportunities, tasks, appointments, and stop any active automations. Proceed carefully.

1. Go to Contacts.
2. Check the box next to the contact's name.
3. Click Delete.
4. Confirm by typing DELETE in the popup, then click Delete.

⚠️ Deleted contacts can be restored within 60 days. After that, the record is permanently gone.

Add Custom Fields

Don't see a field you need? You can create custom fields to capture any information specific to your business.

1. Go to Settings > Custom Fields.
2. Click Add Field.
3. Choose the field type (text, dropdown, date, checkbox, etc.).
4. Name the field, assign it to a group, and add a placeholder if helpful.
5. Click Save.

Your new custom field will now appear on every contact card.