Create a contact to track a professional relationship—someone who helps your practice but isn’t a client or prospect. This includes CPAs, attorneys, referral sources, and other centers of influence.
Open the contact list
Click Contacts in the sidebar to view your contact list.
Start creating
Click the + New contact button in the top-right corner.
Enter basic information
Fill in the contact’s first and last name. Both are required.
Add contact details
Enter their email address, phone number, or both. This enables email tracking and makes follow-up easier.
Add professional info (optional)
Include their job title, company, and LinkedIn URL if you have it.
Save the contact
Click Create to add the contact to your book.
- First name — Required
- Last name — Required
Professional details, contact methods, and other information can be added later.
Add professional details
After creating a contact, flesh out their professional information:
Employment
Open the contact record
Navigate to the contact’s detail page.
Add employment
In the person details section, click Add employment.
Enter details
Add their company name, job title, and dates if known.
Business association
Link a contact to a business record:
Open the contact record
Navigate to the contact’s detail page.
Link a business
In the contact header or details section, click Add business.
Select or create
Search for an existing business or create a new one.
- Email addresses — Mark one as primary for default communications
- Phone numbers — Mobile, work, home, or other
- Addresses — Physical mailing addresses
To add additional contact methods:
Open the contact record
Navigate to the contact’s detail page.
Click add in the appropriate section
Click Add email, Add phone, or Add address.
Enter the details
Fill in the information and mark as primary if appropriate.
During creation
- In the create dialog, click Add tags
- Select relevant tags (CPA, Attorney, Referral Source, etc.)
After creation
- Open the contact record
- Click Add tag in the tags section
- Select or search for tags
Tags are configured at the company level. If you need new tags, ask your admin to create them in Settings → Company → Tags.
Assign ownership
Assign a contact to a team member for follow-up responsibility:
Open the contact record
Navigate to the contact’s detail page.
Set assignee
Click the Assigned to field and select a team member.
Enable 'Create more' mode
In the create dialog, toggle on Create more at the bottom.
Create the first contact
Enter the contact information and click Create.
Continue adding
The dialog stays open. Enter the next contact and repeat.
Finish
Click Cancel or press Escape when done.
Common workflows
Adding a CPA you work with
Create the contact
Add them with name and email.
Tag as CPA
Apply a “CPA” or “Accountant” tag.
Add their firm
Link to their accounting firm as a business.
Create introductory task
Add a task to schedule an introductory meeting.
Adding a referral source
Create the contact
Add them with their contact information.
Tag as referral source
Apply a “Referral Source” tag.
Add a note
Document how you know them and what referrals they’ve sent.
Enroll in sequence (optional)
Add to a “stay in touch” email sequence.
Next steps
