How to add a Contact

What

A Contact represents a person you’re building a relationship with - such as a client, prospect, or agency partner. Adding a contact allows you to store key details like name, email, phone numbers, and company association, so the system can support your sales process and sync communications automatically.

Why

Here’s why it matters:

• Accurate records empower collaboration — teammates can step in seamlessly if needed.

• Email syncing saves time, making your communication log automatic and reliable.

• Context builds stronger relationships — the more complete the profile, the better prepared you are for meaningful conversations.

Contacts are at the heart of CRM: people, not just data points. Keeping them complete and up to date is part of working smarter, not harder.

How

Think of contacts as the foundation of your CRM. The more detail you capture upfront, the more value you’ll gain later when managing opportunities, activities, and forecasting.