Create and Manage Contacts¶

Contacts help you keep track of the people and organizations connected to your enrolment work.

You can create contacts in multiple ways depending on where you are working:

• manually from the Contacts view
• from within a lead view
• from within a student view
• automatically from a form submission

To manage a contact, open it from the Contacts view or select the contact card inside a lead or student record.

This opens a sidebar with the contact's detailed view, where you can review and update its information.

Like leads and students, contacts come with a default set of fields that can be adjusted to match your process.