Create a CRM contact and link them to a company
Keep the people you deal with separate from the businesses they work for. This guide is for team members with permission to create CRM contacts.
Before you start, check the workspace and search the contact list by name, email or mobile to avoid duplicates.
Open CRM > Contacts and choose the option to add a contact.
Enter the contact’s First name and Last name. Add their email and phone details where available, checking spelling and country codes.
Work through the form using Next. Add the relevant address and other contact information, leaving unknown optional values blank.
Choose Finalise, review the details, then select Submit. Wait for confirmation before leaving.
Open the relevant CRM company and its Contacts section. Link the existing contact rather than creating a second person record. Check the saved link and the contact’s details.
Before contacting someone
Check you have selected the right person and business. Creating a CRM contact does not send an employee invitation or give them access to your workspace. If you cannot link a contact, check your company-edit permissions and that both records belong to the current workspace.