Add a contact

Adding a contact is the first step to managing your business relationships. This helps you keep track of who you are talking to and what they need.

Steps

1. Go to the Contacts page.
2. Click New at the top of the contact list (or press N on your keyboard).
3. Type the First name and Last name. Both are required.
4. Add an Email or Phone number if you have one.
5. Pick an Owner (the teammate responsible) and add Tags if you like.
6. Click Create, or Create and add another to keep the drawer open for the next person.

Good to know

• HowdyBell spots duplicates by email and phone, so the same person is not added twice.
• If you do not add an email or phone, the contact will still be saved.
• You can edit these details later by opening the contact record.

Related

• Import contacts from a CSV file
• Work with a contact record
• Organize contacts with tags and smart lists