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How to Add a Contact to the CRM

Overview

This guide shows you how to add individual contacts (people) to your CRM. You'll learn how to enter their basic details and save them to your contact database for tracking relationships and sales activities.

Before You Begin

Make sure you have:

  • An active workspace with member permissions

  • The contact's name (required)

  • Their email address and phone number (optional)

If you plan to link this person to a company, create the company first using the Add a Company guide. This makes it easier to associate contacts with organizations.

Add a New Contact

Step 1: Navigate to the People Tab

From your dashboard sidebar, click CRM, then select the People tab. This is where all your individual contacts are stored.

Step 2: Open the Add Contact Form

Click the + Add Person button in the top-right corner of the page.

Add Person button located in the top-right corner of the CRM People page

Step 3: Enter the Contact's Name

Type the person's full name in the Name field. This is the only required field.

Name input field in the Add Person form

Step 4: Add an Email Address (Optional)

If you have the contact's email, enter it in the Email field.

Email address input field in the Add Person form

Step 5: Add a Phone Number (Optional)

Enter the contact's phone number in the Phone field.

Phone number input field in the Add Person form

Step 6: Save the Contact

Click the Add Person button at the bottom of the form to save the contact. The new contact will appear in your People table.

Add Person save button at the bottom of the form

After Adding a Contact

Once you've saved the contact, you can:

  • Link them to companies or deals: Click on the contact's name to open their detail page, then use the linking options to associate them with organizations or opportunities.

  • Add notes or tasks: Use the timeline view on their detail page to track interactions and create follow-up tasks.

  • Edit their information: Update their email, phone, or other details anytime by clicking their name in the table.

Troubleshooting Common Issues

Validation Errors

If you see an error when trying to save:

  • "Name is required": You must enter a name before saving.

  • "Invalid email format": Double-check that the email address is correctly formatted (e.g., [email protected]).

  • "Invalid phone number": Make sure the phone number doesn't contain invalid characters.

If you're linking contacts to deals or companies, make sure those records already exist in your CRM. You may need to create them first before establishing the connection.

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