How to Add a Contact

What this does

Creates a contact record that can be linked to deals, activities, and communications.

When to use it

Add a contact when you meet a new lead, receive an enquiry, or need to track someone you're working with.

Step by step

1. Go to Contacts in the main menu
2. Click + New Contact
3. Enter the required fields:
   • Name — full name of the person or business
   • Email — their email address
   • Type — Lead, Prospect, Customer, or other
4. Optionally fill in:
   • Phone — their phone number
   • Company — the organisation they belong to
   • Job Title — their role
   • LinkedIn URL — link to their profile
   • Website — their company website
   • Lead Source — how they found you
5. Expand the Address section if needed
6. Click Save

Tips

• Only three fields are required — name, email, and type
• Lead source tracking helps you measure which marketing channels work best
• You can add contacts inline when creating a deal