Contacts - New users or leads
If you need to add a new person to Intercom as a User or a Lead, you can do this from the people list. This is best for adding just a few at a time, like prospects you met at an event, or a lead who reached out on LinkedIn. If you need to add multiple people at once, we recommend using one of the import options.
Under 'Contacts', go to your people list, and click “New users or leads” in the top right corner:
Then, choose to create a new user or a new lead:
Note: In this example, we’re creating a new user, but the process is the same to create a new lead.
In the window that appears, enter a Name, Email address and User ID for the new user:
Note:
If you’re creating a lead, you cannot add an external ID or User ID.
Only 1 email address can be added to the Email attribute and associated with a Lead or User.
Next, click “Create a user” on the bottom right:
Important:
If the new user or lead matches audience filters for an existing email message, they’ll receive it immediately.
Once you create someone as a user, it is not possible to change them to a lead at a later stage
And that’s it, you’ve created your new user or lead, and you’ll see their profile where you can start a conversation with them, add notes, and more.
Important:
Due to how our systems work there is a delay between creating a new user and when that user is available to be matched and sent messages. The delay is usually 2-4 minutes, but may take up to 10 minutes in some cases.
Creating new users or leads from a company page
If you have Companies enabled in your workspace, you can create a new User or Lead from a company page. When created this way, the new User or Lead will be automatically assigned to that company.
Step-by-step guide
Navigate to Contacts.
Go to your companies list and choose a company you want to add a person to.
On the company's profile page, click New users or leads and choose to create either a new User or new Lead.
The creation modal will be the same as when creating from the main Contacts page. Note: An Email or User ID is required to create a new user.
Fill out the details and click Create a user or Create a lead.
When created, you will be redirected to the User/Lead page.
The profile page will confirm that the User or Lead is assigned to the company under the Qualification section.
What’s next?
Install Intercom on your website, and start capturing new leads automatically.
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