Creating a New Contact

Learn how to create a new contact that you can then add to leads.

Aimee avatar
Written by Aimee
Updated over a week ago

You can now create contact cards for each of your contacts. That contact card can then be reused for multiple leads. 

We've also added the ability to include multiple emails for a contact, as well as their mailing, office, or home address! 

You can add new contacts from the contact table or from the create lead window.

Creating a New Contact from the Contact Table

To create a new contact from the contact table, first navigate to the contact table in the left sidebar.

Click the "+" symbol in the top right.

You can add the contact's name, company, contact info, tags, mailing/office/home addresses, and any custom fields (if on the Dominate plan.)

Hit save and the contact will now appear on your contact list and in the search results.

To learn how to add this contact to one or more deals, click here.

Creating a New Contact from the Create Lead Window

You can also add a new contact card while creating a new lead. 

From the lead dashboard, click the "+" symbol in the top right to create a new lead. 

To create a new contact, click "Add a contact to this lead". You can search your current contacts or click "Add New". 

You can then add all the info for this contact and save it. It will then add it to this lead, and also to your contacts table.

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