How to create a person

Labels are shown as they appear in the Spanish version of the console.

Step by step

1. Open the form. In Personas, click "Crear persona" (Create person).
2. Fill in the details. Correo electrónico (email) is required and must be valid; Nombre (first name) and Apellido (last name) only accept letters. You can also fill in phone, ID type and number, Campaña (campaign), Widget, address, company and Etiquetas (tags), among others.
3. Fill in the custom fields. They are in the Información Personalizada (Custom information) section.
4. Record consent, if given. Check Aceptación de términos y condiciones y políticas de privacidad (terms and privacy acceptance). This box accepts all communication channels at once.
5. Save. Click "Guardar" (Save) to return to the list or "Guardar y crear otro" (Save and create another).

You will see "Lead creado con éxito" (Lead created successfully) and the person appears in the list.

Frequently asked questions