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Overview

Once you’ve imported all existing contacts into FirstQuadrant—both active and inactive—it’s essential to ensure that new sales opportunities are continuously captured and added to your workspace. FirstQuadrant offers multiple ways to add new contacts, whether manually or through automated workflows for both inbound and outbound campaigns.

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Adding contacts manually

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Use the “New contact” button

At any point, you can add a new contact manually by clicking the “New contact” button at the top left of your FirstQuadrant interface. This is useful for quickly capturing a lead you just interacted with or someone who reached out directly.

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Suggested imports

FirstQuadrant proactively helps you identify new contacts by automatically analyzing incoming emails. When it detects a sales-related message, it creates a suggested import to import the sender as a new contact. This ensures no opportunity slips through the cracks and reduces manual effort in maintaining your contact list. You can manage suggested import settings to control how these recommendations appear.

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Automating inbound contact creation

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Web form submissions

FirstQuadrant allows you to automatically create contacts from your website forms. For example:
  • When someone fills out a Contact Us or Request a Demo form, a new contact can be created automatically.
  • FirstQuadrant can then immediately start managing the conversation: answering questions, scheduling meetings, and routing the deal through your inbound pipeline.

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Self-serve signups

If you have a product-led growth motion with self-serve signups, you can use FirstQuadrant to:
  • Automatically add all new signups as contacts
  • Qualify them using custom rules or AI-based criteria
  • Focus your sales attention only on high-potential accounts

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Generating top-of-funnel via outbound

FirstQuadrant is not only useful for managing existing deals—it can also generate new sales opportunities from scratch. You can:
  • Run outbound campaigns directly inside FirstQuadrant
  • Use built-in tools for contact enrichment and qualification
  • Send personalized outreach emails at scale
If you’re using external outbound tools already, FirstQuadrant can also integrate into your existing stack by:
  • Catching replies from external campaigns
  • Automatically creating and managing these conversations inside FirstQuadrant

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Playbooks

The best way to learn about all these methods is through the Playbooks section. There you’ll find:
  • Step-by-step guides on inbound automation
  • Outbound campaign setup instructions
  • Tactics for identifying website visitors and turning them into leads
  • Instructions for integrating with external tools and syncing replies
These guides help you tailor your lead acquisition strategy to your specific workflow and ensure every new opportunity is captured and managed efficiently.

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Best practices

  • Select core flows from the playbooks that match your sales motion
  • Implement automation wherever possible to minimize manual data entry
  • Train all team members on how new contacts enter FirstQuadrant to prevent funnel leakage
Once contacts are in FirstQuadrant, the AI will ensure they are engaged at the right time and with the right messaging, helping you drive deals forward automatically.