Adding Contacts

Learn quicky the ways of adding a contact to SmartTask and associate it with parent company.

Adding Contacts

1. Go to the CRM section from the sidemenu.

2. Click on “+ Add” or “New Contact”.

3. Choose between:

   • Person – For individual contacts.

   • Organization – For companies or teams.

Person Contacts

Before entering any details, the system will prompt you to enter either the phone number or email address.

This helps in:

• Automatically checking if the contact already exists in the system.

• Preventing duplicate entries by suggesting existing records.

If no match is found, you can proceed to add the remaining details:

• Name, email, phone number, linked organization, etc.

• Add any relevant custom fields like industry, priority, or tags.

Organization Contacts

You’ll first be asked to enter the domain name (e.g., example.com).

This helps:

• Search for existing organizations linked to the same domain.

• Ensure you don't create duplicates if the company already exists.

If it's a new domain, continue to fill in other organization details:

• Organization name, website, address, phone, and any custom fields as needed.

1. Once all relevant details are filled, click “Save” to create the contact.

Linking Contacts to Tasks/Deals/Projects

• Once a contact is added:

  • Open any task, deal, or project.

  • Use the "Contacts" field to attach an existing contact.

  • This links the contact directly to the work item for context and collaboration.