Primary Contact Behavior
How the primary contact flag is automatically managed.
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DocsCreating a Contact
Add a new contact to your CRM
Adding Contacts to Your CRM
Creating a contact record is one of the most frequent actions in the CRM. Each contact represents a person at a company you do business with. A contact must be associated with a company and requires at least a first name. All other fields are optional but recommended for a complete profile.
How to Create a Contact
Follow these steps to add a new person to your CRM.
1
Open the create form
Navigate to People in the sidebar and click the Add Person button in the top-right corner of the page. A modal form will open with all available fields.
2
Enter the contact name
Select an optional Salutation(Mr., Mrs., Ms., Dr., or Prof.), then enter the contact's First Name (required) and Last Name. The first name is the only name field that is mandatory.
3
Select a company
Choose the contact's Company from the dropdown selector. This field is required. The dropdown searches your existing companies as you type. If the company does not exist yet, you will need to create it first from the Companies page.
4
Fill in professional details
Add the contact's Job Title, Department, and LinkedIn URL. These fields help your team understand the contact's role and seniority at their company.
5
Set primary contact status
Check the Set as primary contact checkbox if this person is the main point of contact at their company. If the company has no other contacts yet, this checkbox is automatically enabled. Only one person per company can be the primary contact.
6
Add contact information
Enter the contact's Email, Phone, Secondary Email, and Secondary Phone. Having at least an email address is recommended for email campaigns and engagement tracking.
7
Configure communication preferences
If the contact has requested not to be contacted, enable the Do Not Contact checkbox. This flag prevents the contact from being included in bulk email campaigns and displays a warning on their detail page.
8
Add mailing address and notes
Optionally fill in the mailing address fields (Street, City, State, Postal Code, Country) and add any Notesin the textarea. Notes are visible to your entire team on the contact's detail page.
9
Complete custom fields
If your organization has configured custom fields for people, a Custom Fields section appears at the bottom of the form. Fill in any relevant custom data before saving.
10
Save the contact
Click Saveto create the contact. You will be redirected to the new contact's detail page where you can continue adding activities, tags, and engagement data.
Field Reference
Complete list of fields available when creating a contact.
| Field | Description |
|---|---|
| Salutation | Honorific prefix for the contact (Mr., Mrs., Ms., Dr., Prof.). |
| First Name* | The contact’s given name. This is the only required name field. |
| Last Name | The contact’s family name. |
| Company* | The company this contact belongs to. Select from existing companies in your CRM. |
| Job Title | The contact’s role or position at their company. |
| Department | The department the contact works in (e.g., Engineering, Marketing, Sales). |
| LinkedIn URL | Full URL to the contact’s LinkedIn profile. |
| Set as Primary Contact | Marks this person as the primary contact for their company. Only one primary contact per company. |
| Primary email address. Used for email campaigns and engagement tracking. | |
| Phone | Primary phone number. |
| Secondary Email | An alternate email address for the contact. |
| Secondary Phone | An alternate phone number for the contact. |
| Do Not Contact | When enabled, prevents inclusion in bulk email campaigns and shows a warning on the detail page. |
| Street | Street address line for the contact’s mailing address. |
| City | City for the mailing address. |
| State | State or province for the mailing address. |
| Postal Code | ZIP or postal code for the mailing address. |
| Country | Country for the mailing address. |
| Notes | Free-form notes visible to your entire team on the contact’s detail page. |
| Custom Fields | Organization-specific fields configured by your admin. Varies per organization. |
Company Selector
How the company dropdown works when creating a contact.
The company field uses a searchable dropdown. As you type, the CRM searches your existing companies and displays matching results. Select the appropriate company from the list. Every contact must be linked to a company — if the company does not exist yet, navigate to the Companies page to create it first, then return to create the contact.
When you add the first contact to a company, the Set as primary contact checkbox is automatically enabled. This ensures every company always has a designated primary contact. If the company already has contacts, the checkbox defaults to unchecked. Setting a new person as primary will remove the primary status from the previous primary contact.
Only one primary contact per company
Each company can have exactly one primary contact at a time. When you set a new contact as primary, the previous primary contact is automatically demoted. The primary badge appears next to the contact's name in the people list and on their detail page.
Duplicate Detection
The CRM helps you avoid creating duplicate contacts.
As you type a contact's name, the CRM performs a similarity check against existing contacts to warn you about potential duplicates. Here is how it works:
- Duplicate checking begins after you type at least 3 characters
- The system uses similarity scoring (Levenshtein distance) rather than simple substring matching for more accurate results
- If a potential duplicate is found, a warning message appears below the name fields
- You can choose to proceed and create the contact anyway, or navigate to the existing record
Review duplicates before saving
If the CRM flags a potential duplicate, click the suggested match to open that contact's detail page in a new tab. This way you can verify whether it is the same person before deciding to create a new record or update the existing one.
Do Not Contact Flag
Respect communication preferences by flagging contacts who should not be emailed.
The Do Not Contactcheckbox marks a contact as someone who should not receive unsolicited communications. When this flag is enabled, the contact is automatically excluded from bulk email sends and outreach campaigns. A prominent warning banner appears on their detail page so your team is always aware of the restriction. You can enable or disable this flag at any time from the contact's detail page as well.
Legal compliance
Respecting Do Not Contact preferences is essential for compliance with email regulations such as CAN-SPAM and GDPR. Always honor a contact's communication preferences.