Add Contacts
Manually in HEM
Student Portal

Use manual contact entry when the person was not captured through an online form or integration (e.g., walk-in inquiry, phone call, referral, or imported lead that needs immediate entry).

Before clicking Add New, always search the Contacts list using:

● Email address (best unique identifier)

● Full name (and variations in spelling) If the contact already exists, update the existing record instead of creating a new one.

Required fields are typically marked with an asterisk (*). In most configurations, you should expect to complete at least:

After saving, the new contact record opens. From there you can:

● Update attributes (status/source/tags/assigned staff)

● Use Activities to add Notes, Tasks, Meetings, and Messages

● Use Emails and SMS workflows for communication as needed