> ## Documentation Index
> Fetch the complete documentation index at: https://docs.closerx.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Match Fields & Add Individual Contacts

> Fine-tune field mapping and add single contacts manually.

## Match Fields & Add Individual Contacts

Perfect **field mapping** + **manual entry** for high-value leads.

***

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  <iframe width="720" height="400" src="https://www.loom.com/embed/69367109fc7c42aabff1b22809186077" title="Field Mapping & Manual Entry" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture" allowfullscreen />
</CardGroup>

***

### 1. Field Matching (Bulk Upload)

After upload:

| Your Header | Map To                     | Action     |
| ----------- | -------------------------- | ---------- |
| `Mobile`    | `phone`                    | Select     |
| `Full Name` | `first_name` + `last_name` | Split      |
| `Notes`     | `custom_field`             | Create new |

Click **Preview** → Fix errors → **Import**

***

### 2. Add Individual Contact

1. Go to **Contacts** → **+ Add Contact**
2. Fill:
   * **Phone**: `+15559876543`
   * **Name**: `Sarah Johnson`
   * **Tags**: `vip, dental`
   * **Custom Fields**: `Budget: $50k`, `Source: Referral`
3. Click **Save**

***

### 3. Agency Workflow

| Step | Action                                                  |
| ---- | ------------------------------------------------------- |
| 1    | Add VIP lead in **Master Account**                      |
| 2    | Tag: `client-xyz-vip`                                   |
| 3    | **Assign to Client Portal**                             |
| 4    | Client calls lead → AI uses **custom fields** in prompt |

***

<Note>
  All manual entries are **real-time searchable** in campaigns.
</Note>