# A guide to creating a new contact in Futuria CRM

> Find out how to add, edit, delete and customise contacts in your Futuria CRM account. A simple guide to start managing your...

Author: Futuria Support Team · Published: June 18, 2026 · Reading time: 2 min read

Source: https://futuriamarketing.com/en/supporto/guida-creazione-contatto-futuria-crm/

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## How to create a new contact

Add your first contact effortlessly and start building meaningful relationships straight away. Building your network starts with this simple step.

1. Go to **Contacts** in the main menu.
2. Click the **Add contact** button.
3. Enter the contact details (name, email, phone number and so on). Remember, the more information you provide, the easier it will be to personalise your communications. If you cannot see the field you need, you can create it by following the steps for custom fields.
4. Click **Save**.

![Animation showing how to add a new contact in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/b5615ca2-32f6-46a9-b3ba-8878e09186fe.gif)

**Did you know?** When a new lead fills in a form or a survey, a new contact is created automatically!

## How to edit an existing contact

Keep your contact information up to date and accurate. Editing contacts is quick and simple, so your data is always correct.

1. Go to **Contacts**.
2. Click a contact’s row to open the **contact record** you want to edit.

![Screen showing how to select and open a contact record from the list.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2f4d8801-8274-417b-986f-87e96ea5e3d0.png)

3. Make the changes you need in the left-hand column.

If you cannot find a specific field, you can create it as a custom field. Click Save to apply your changes.

![Edit view of the contact record in Futuria CRM with the fields to update.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/eb1f08c2-a3dc-400c-8893-41d353de280a.png)

## How to delete an existing contact

Deleting a contact will also remove the conversations, notes, opportunities, tasks, appointments and manual actions associated with it. It will also stop every campaign and workflow that is active for that contact.

**Deleted contacts can be restored within 2 months**. Follow these steps to delete a contact:

1. Go to **Contacts** in the main menu.

  ![The Futuria CRM navigation menu with the Contacts item highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/2bb5f53f-e911-4ba1-8982-e689b1bdb889.png)
2. Select the contact you want to delete using the tick box to the left of the name. Then click the **Delete** button.

  ![The contact list with one contact selected and the Delete button highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/9920f6b3-c2d7-4612-b5cc-13774cf41b11.png)
3. Confirm the action by typing **DELETE** in the pop-up window. Finally, click the **Delete** button.

  ![The dialogue box for confirming the deletion of a contact.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/11028608-0412-4cca-bb35-69ba0c6c733b.png)

## How to create new custom fields

Custom fields let you adapt your contact database to the specific needs of your business. Easily keep track of the data that matters most to you and your team.

1. Go to **Settings > Custom fields**.

![Animation showing the route to the Custom Fields section in the settings.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/90d379e0-c3ed-4733-833e-ece4534db1cf.gif)

2. Click **Add field**.

![The Custom Fields section with the Add Field button highlighted.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/31282f51-cd47-4ac0-8ed8-80591c769b3c.png)

3. Choose the **type** of field you want to create (for example text, drop-down menu, date).

![The list of custom field types available for creation in Futuria CRM.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/f24c273f-718a-42a0-b5d8-37d83ea850b3.png)

4. Complete the field details (name, group, placeholder text and so on).

This helps make sure your team understands exactly what information is required. Click Save.

![The form for configuring a new custom field with name, group and placeholder text.](https://assets.cdn.filesafe.space/jOFcdS1QIxGsOiKRyQti/media/39e838b1-acb4-4437-8fa5-2eeea514feaf.png)