---
title: Add and update contacts in Infinity3
description: "Keep customer details in one place so your team can find the right information before making contact or following up. #### Before you start You’ll need access to **Contacts** and permission to create or edit records. #### Add a contact 1.…"
url: "https://www.infinity3.co.uk/help/add-and-update-contacts-in-infinity3/"
updated: "2026-10-07"
category: "Infinity3 Platform / Contacts & CRM"
---

# Add and update contacts in Infinity3

Keep customer details in one place so your team can find the right information before making contact or following up.

#### Before you start

You’ll need access to **Contacts** and permission to create or edit records.

#### Add a contact

1. Log into the Infinity3 Platform at app.infinity3.ai.
2. Open **Contacts** → **Smart Lists**.
3. Search for the person first to avoid creating a duplicate.
4. If they aren’t already saved, click **Add Contact**.
5. Enter their name, email address, phone number and any other relevant details.
6. Complete the required fields, then click **Save**.

The fields shown depend on your account setup.

#### Update a contact

1. Find the contact in **Contacts**.
2. Click their name to open the record.
3. Edit the relevant details.
4. Click **Save** if shown. If Auto-Save is enabled, changes save when you leave the field.
5. Check that the updated information appears correctly.

#### Things to know

- Accurate email addresses and phone numbers help keep communication linked to the right person.
- Creating a contact may start automations configured for your account.
- A saved contact record does not establish permission to send marketing messages.

If you can’t add or edit contacts, contact Infinity3 with details of the access you need.