How do I add a contact?

Add a contactCopy Anchor Link

1. Go to Network and make sure Contacts is selected.
2. Click New contact.
3. Enter a First name. Everything else is optional: Last name, Email, Phone, Organization, Title, Status, Tags, Projects, Location and Website.
4. Tick Is lead if this is someone you're reaching out to.
5. Click Add contact (or Add lead). The contact opens.

Projects links the projects this person works on. You can link more later from the contact's Projects section. Archived projects aren't in the list.

On Basic, you can have 50 active contacts and leads. At the limit, Add contact opens the plan dialog. Archived contacts don't count, and organizations never do. See what the Basic plan includes.

Typing a new name in Organization creates that organization. An existing name is reused, whatever its capitals.

If the email already belongs to someone in Network, the dialog says so and offers to open them. You can still add the contact.

Other ways to add someoneCopy Anchor Link

• Canvas: right-click empty space and choose Add → Contact…, or use the + on a project or organization card.
• An organization: under People, click Add a person and type a new name.
• A project: set the client to a new contact from the client picker.
• Ash: "Add Sarah Okonkwo, director at The Parlour Gallery, sarah@gallery.com".
• A CSV file: see the import page.

Edit a contactCopy Anchor Link

Open the contact and click any field.

Details also shows Last contacted: the date of the latest email you logged with them. Their Activity tab lists those emails, newest first. See logging emails.

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