Adding Your First Contact

What this does

Contacts are the people and businesses you work with. Adding your first contact is the starting point for tracking relationships in CRM.

When to use it

Do this as soon as you've set up your entity and chosen your industry preset.

Step by step

1. Click Contacts in the main menu
2. Click the + New Contact button
3. Fill in the three required fields:
   • Name — the contact's full name
   • Email — their email address
   • Type — select Lead, Prospect, or Customer
4. Optionally expand the address section to add their location
5. Click Save

What happens next

Your contact appears in the contacts list. You can now:

• Create a deal linked to this contact
• Log activities (calls, emails, meetings)
• Add notes and documents

Tips

• You only need three fields to get started — name, email, and type
• Use the collapsible address section for full details later
• You can also create contacts inline when creating a deal