Add a contact

A contact is a person you sell to, work for, book with or bill. Once they are in Agiled you can send them estimates, invoices, documents and emails, and see everything you have done together on one page.

Create a contactCopy Anchor Link

1. Open CRM › Contacts.
2. Select New Contact.
3. Enter the contact's First Name. It is the only required field. Add a Last Name when you have it.
4. Add Email, Phone, Status and Company / Account if you know them.
5. To add a job title, address, lead source or your own custom fields, open More details.
6. Add a note, tags and an assignee if needed.
7. Select Save Contact.

You're done when Agiled confirms the contact was created and they appear in the contacts table. Click their name to open their page.

Add their company at the same timeCopy Anchor Link

If the person's company is not in Agiled yet, create it from the Company / Account field in the same form. Agiled creates the account and selects it for the contact, so their deals, invoices and files are grouped under the company from the start.

Good to knowCopy Anchor Link

• Search the contacts table by name or email first, so you don't add someone twice.
• Status shows where the person stands with you: Lead, Prospect, Customer (a client who pays you) or Inactive.
• Add an email if you will send them invoices, documents or a booking link.
• Tags are quick labels. Earlier tags appear as choices, and you can type a new one.

RelatedCopy Anchor Link

• Work with a contact
• Contact custom fields
• Import and export contacts