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Adding a Contact

Learn how to add new contacts to your list.

Creating a New Contact​

  1. Go to My Contacts
  2. Click the New Contact button (or + icon)
  3. Fill in the contact details
  4. Click Create to save

Contact Fields​

Basic Information​

FieldDescriptionRequired
First NameContact's first nameYes
Last NameContact's last nameNo
PhotoUpload a profile pictureNo

Contact Details​

Phone Numbers​

You can add multiple phone numbers, each with:

  • Number - The phone number
  • Type - Mobile, Work, Home, Main, Other
  • Primary - Mark one as the primary number

To add more phone numbers, click Add Phone.

Email Addresses​

You can add multiple email addresses, each with:

  • Address - The email address
  • Type - Personal, Work, Other
  • Primary - Mark one as the primary email

To add more emails, click Add Email.

Location​

FieldDescription
StreetStreet address
CityCity name
ZIP CodePostal code
CountryCountry

Professional​

FieldDescription
TitleJob title or position
WebsitePersonal or company website
LinkedInLinkedIn profile URL

Categorization​

FieldDescription
CircleHow you know this person (Family, Friends, Work, Sport, Neighbors, Other)
PriorityImportance level (1-10)
PresentationHas the contact seen the presentation? (Yes/No)

Notes​

Use the Notes field to add any additional information about the contact.

Tips for Adding Contacts​

Best Practices
  1. Always add a phone or email - You need a way to contact them
  2. Set the circle - This helps you organize your list
  3. Add notes - Write down how you met them or what to discuss
  4. Upload a photo - Makes it easier to recognize contacts

Next: Importing Contacts