How to Create and Manage Contacts in Lead Magno (Powered by GO HighLevel):

When it comes to lead generation and effective sales management, everything starts with your contacts. Whether you’re working on Real Estate Lead Generation, Mortgage Lead Generation, or Financial Services Lead Generation, managing contacts inside a CRM tool is the first step to success.

Lead Magno (Powered by GO HighLevel) makes it simple. With its powerful CRM & marketing automation tools, you can capture, organize, and personalize lead generation leads to close more deals faster.

In this guide, we’ll walk through who needs contacts, what they are, when and where to create them, why they matter, and how to manage them step-by-step in Lead Magno.

1. Create a New Contact

Your journey with CRM and marketing automation begins with adding your first contact. This step ensures you’re ready to capture and nurture new opportunities.

Steps to Create a New Contact in Lead Magno:

1. Go to the Contacts menu.

2. Click Add Contact.

3. Enter contact details such as name, email, and phone number.

4. Click Save to add the contact.

With Lead Magno’s marketing CRM, you’re not just storing names—you’re setting up for automation for marketing and better client engagement.

2. Edit an Existing Contact

Accurate contact data is critical for CRM management tools. Outdated information can damage your sales and strategy efforts.

Steps to Edit an Existing Contact:

1. Open the Contacts menu.

2. Select the contact you want to update.

3. Make the necessary edits in the contact card.

4. Click Save to confirm changes.

Keeping your database current ensures your salesman management and marketing automation campaigns stay effective.

3. Create New Custom Fields

Every business tracks different information. Custom fields let you tailor Lead Magno to your unique workflow.

Steps to Create a Custom Field in Lead Magno:

1. Navigate to Settings > Custom Fields.

2. Click Add Field.

3. Select a field type (text, dropdown, date, etc.).

4. Fill in details like name, group, and placeholder.

5. Click Save.

Examples:

• Real Estate Lead Generation → property preferences.

• Mortgage Lead Generation → credit score range.

• Financial Services Lead Generation → income bracket.

Why Contact Management in Lead Magno Matters?

• Boosts marketing and automation performance.

• Supports personalization for high conversion landing pages.

• Keeps sales teams aligned with clean, organized data.

• Enables stronger sales strategies and pipeline visibility.

FAQs

1. Who should use contacts in Lead Magno (Powered by HighLevel)? Any business owner, marketer, or sales team looking to improve lead generation and simplify sales management.

2. What’s the benefit of creating custom fields? They make your CRM tool more flexible, helping you manage data unique to your business.

3. How does Lead Magno help with lead generation? It combines CRM & marketing automation to capture, nurture, and convert lead generation leads effectively.

4. Is Lead Magno a free CRM? Lead Magno isn’t a typical free CRM—it’s a complete marketing CRM with advanced sales and strategy tools.

Final Thoughts

Managing contacts is the backbone of any successful CRM management tool. By using Lead Magno (Powered by GO HighLevel) to create, edit, and customize contacts, you set the foundation for stronger sales strategies, smoother automation for marketing, and more effective lead generation campaigns.

At Lead Magno, we help businesses get the most out of Go High Level by setting up pipelines, automations, and contact management systems that turn prospects into long-term clients.

👉 Want to streamline your contact management and boost conversions? Book your free consultation today: https://leadmagno.com/zill