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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.

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Create a contact

1

Open the contact list

Click Contacts in the sidebar to view your contact list.
2

Start creating

Click the + New contact button in the top-right corner.
3

Enter basic information

Fill in the contact’s first and last name. Both are required.
4

Add contact details

Enter their email address, phone number, or both. This enables email tracking and makes follow-up easier.
5

Add professional info (optional)

Include their job title, company, and LinkedIn URL if you have it.
6

Save the contact

Click Create to add the contact to your book.
Your new contact appears in the contact list and you’re taken to their detail page.

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Required information

To create a contact, you need:
  • First name — Required
  • Last name — Required
Professional details, contact methods, and other information can be added later.

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Add professional details

After creating a contact, flesh out their professional information:

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Employment

1

Open the contact record

Navigate to the contact’s detail page.
2

Add employment

In the person details section, click Add employment.
3

Enter details

Add their company name, job title, and dates if known.

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Business association

Link a contact to a business record:
1

Open the contact record

Navigate to the contact’s detail page.
2

Link a business

In the contact header or details section, click Add business.
3

Select or create

Search for an existing business or create a new one.
This helps you track which contacts belong to which organizations.

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Add contact methods

A contact can have multiple:
  • 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:
1

Open the contact record

Navigate to the contact’s detail page.
2

Click add in the appropriate section

Click Add email, Add phone, or Add address.
3

Enter the details

Fill in the information and mark as primary if appropriate.

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Tag contacts

Categorize contacts with tags for easy filtering:

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During creation

  • In the create dialog, click Add tags
  • Select relevant tags (CPA, Attorney, Referral Source, etc.)

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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.

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Assign ownership

Assign a contact to a team member for follow-up responsibility:
1

Open the contact record

Navigate to the contact’s detail page.
2

Set assignee

Click the Assigned to field and select a team member.
The assigned user can filter their contact list to see contacts assigned to them.

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Create multiple contacts

To add several contacts quickly:
1

Enable 'Create more' mode

In the create dialog, toggle on Create more at the bottom.
2

Create the first contact

Enter the contact information and click Create.
3

Continue adding

The dialog stays open. Enter the next contact and repeat.
4

Finish

Click Cancel or press Escape when done.

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Common workflows

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Adding a CPA you work with

1

Create the contact

Add them with name and email.
2

Tag as CPA

Apply a “CPA” or “Accountant” tag.
3

Add their firm

Link to their accounting firm as a business.
4

Create introductory task

Add a task to schedule an introductory meeting.

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Adding a referral source

1

Create the contact

Add them with their contact information.
2

Tag as referral source

Apply a “Referral Source” tag.
3

Add a note

Document how you know them and what referrals they’ve sent.
4

Enroll in sequence (optional)

Add to a “stay in touch” email sequence.

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Next steps

Contact overview

Learn more about contacts

Create tasks

Add follow-up tasks

Create notes

Document interactions

Email sequences

Automate follow-up emails