Sometimes, your contacts don't have any social media. Sounds bananas right?! Well, it just might be more common than you think. Penny allows you to add contacts without having to import them over from your mobile device or a spreadsheet. Here's how:

How to add a contact from the web app

1 - Go to the "Contacts" menu option on the left hand side

2 - Scroll down then select "Add a Contact" from the left menu.

Right here 👇

3 - A pop-out window will appear on the right. Here, you will fill out the required fields. You will also have the option to upload a photo of your contact. Hit "Create"

4 - Categorize the contact under the appropriate category. (IE. Prospect, Upline, not interested, maybe later, etc.). Hit "Save".

5 - Schedule a Reachout from the options provided or the date picker. Hit "Schedule".

🌶️ Hot Tip 🌶️ - You can pick from the preset options or select a specific date to Reachout. You can even select "Previously Completed" if you have already done the Reach out or spoke to your contact recently.

6 - Input any notes or tags you would like to associate to the contact's profile or the reachout that you scheduled. Hit "Next".

🌶️ Hot Tip 🌶️ - Penny displays your top 5 most popular tags - so you can easily select the tag or create a new one.

7 - A green confirmation banner will appear at the top of your screen letting you know the contact has been successfully added.

Voila! 💫


How to add a contact from the mobile app

1 - Go to "+ Add" at the bottom of the app menu.

2 - Select "Add a Contact" at the top.

3 - A pop-out window will appear, fill out the required fields. Hit "Create".

4 - Categorize the contact under the appropriate category. (IE. Prospect, Upline, not interested, maybe later, etc.). Hit "Categorize".

5 - Schedule a Reachout from the options provided or the date picker. Hit "Schedule".

6 - Input any notes or tags you would like to associate to the contact's profile or the Reachout that you scheduled. Hit "Next".

That's it! 🎉

Want to add a contact's Facebook profile?


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