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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