# Adding Contacts

## **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.

{% embed url="<https://www.loom.com/share/44493686fa9b4737b9168bfa37792758?sid=98d7e38e-00e4-4c83-b614-bc7b0569cf63>" %}

### **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.

4. 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.