New Contact

New Contact

What this page is for:
 Create a person from the list or header. This modal does not collect an address. New records are type Lead. Duplicate primary email shows an existing-contact dialog.

Where:

• Contacts → New Contact (contacts.create)

• Header + → Create Contact (same modal)

Dialog: New Contact · section Contact Information

Steps:

1. Open New Contact or Create Contact.

2. First Name, Last Name, Primary Phone, Secondary Phone, Primary Email, Secondary Email, Company Name (Enter company name (Optional)), Note (Add a note... (Optional)).

3. Create Contact. Success opens that contact’s detail.

4. Close discards and clears the form.

5. If the primary email already exists: Contact Already Exists — A contact with this primary email already exists: {name} (Email: …) → View Contact or Close.

You can also open this same New Contact modal from an opportunity: CONTACTS → Add → Create New Contact (name can be prefilled from the search box).

New Contact from Addresses

What this page is for:
 Create a contact and property addresses from a map pin. Different form from list/header: it has Commercial / Company contact, Billing Address, and Working Address.

Where: Field sidebar → Addresses (or header map) → select a property → New Contact
 Dialog: New Contact · Contact Information

Steps:

1. Click New Contact on the property.

2. Optional: turn on Commercial / Company contact. Then Company Name is required (*). Person fields become Rep First Name / Rep Last Name (optional).

3. Otherwise: First Name (), Last Name (), Primary Phone (), Secondary Phone, Primary Email (), Secondary Email, optional Company Name, Note.

4. Billing Address: Street Address, Address Line 2 (Apt, Suite, Unit no. (Optional)), City, State, Postal Code (ZIP). Street suggestions appear after a few characters.

5. Working address is same as billing address is on by default. Uncheck to fill a separate Working Address. If billing is empty: Add Billing Address First — Please fill Billing Address before setting Working Address as different.

6. Create Contact. Duplicate email uses the same Contact Already Exists / View Contact dialog.