How to add a new contact

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 3 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    To add a new contact, navigate to the Contacts dashboard, click the "+ Add Contact" button, fill in their details (name, email, phone), and click Save.

    Who this article is for

    All users who handle data entry, sales, or customer support.

    Overview

    While many contacts enter your CRM automatically via forms or integrations, there are times when you need to manually add a prospect or customer you met offline or spoke with directly.

    Before you begin

    • Verify that the contact does not already exist in your database by using the global search bar.

    Step 1: Step 1: Navigate to Contacts

    Log in to your GEVADE CRM account and navigate to the Contacts section using the main menu.

    Step 2: Step 2: Add Contact

    In the top right corner, click the + Add Contact button. A slide-out panel or modal will appear.

    Step 3: Step 3: Enter Details

    Enter the contact's First Name, Last Name, Email Address, and Phone Number.

    Step 4: Step 4: Optional Fields

    (Optional) Assign a Contact Owner if the lead belongs to a specific team member, and select a Timezone if known.

    Step 5: Step 5: Save

    Click Save to create the contact record.

    Configuration note

    Accurate formatting is crucial. Ensure phone numbers include the correct country code to prevent SMS delivery failures later. Your system administrator may have set certain custom fields as mandatory, depending on your account configuration.

    Important clarification

    Skipping the search step: Always search first. Manually adding a contact that already exists creates duplicates and splits conversation history.

    Resolution guidance

    Why is the save button greyed out?

    You may have missed a required custom field, or the email address format might be invalid (e.g., missing the '@' symbol).

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