Adding Contact Information
How to add and edit contact details for your leads.
Each business in Castor Flow has a contact information panel where you can store the details of the people you are dealing with.
Auto-populated fields
When a business is added via CSV import, the following fields are populated automatically if included in your file:
- Business name
- Address
- Phone number
- Website URL
- Email address
Editing contact details
Click on a business to open the detail panel, then click the Edit button in the Contact Info section. You can update any field. Changes save when you click "Save".
Adding a contact person
Beyond the business-level details, you can add individual contact people. In the detail panel, scroll to "Contacts" and click "Add Contact". Enter their name, job title, email, and phone. You can add as many people as needed for each business.
Adding a business manually
You can add any lead manually. Click "Add Business" from the Dashboard or Businesses page to enter a business directly — useful for referrals or any contact that came through a channel outside your usual imports.