Adding New Contacts

Contacts in BoldSales can be created from several areas across the application. This guide explains how to open the contact creation form, enter essential details, and switch to the expanded form when additional information is needed.

Adding a new contact

There are multiple ways to access the contact creation form:

Using the global add icon

1. Click the global icon at the top-right of the page.
2. From the dropdown menu, select Contact to open a quick form.

From the contacts module

1. Go to Contacts from the left sidebar (Shortcut: G + C).
2. Click at the top-right of the contacts listing page (Shortcut: N + C).

In all the above options, a quick form appears, allowing you to enter essential details quickly.

If you want to update additional information not shown in the quick form, click the icon to open the full creation form. The expanded form displays additional fields based on how your contact fields are configured.

Filling in more contact details

When expanded form opens, fill in the following fields. The available fields in the form may vary based on the contact fields’ setup.

• First name and Last name: Used to identify the contact.
• Email addresses: Main email used for communication; you can label each email as Business, Personal, or Others, then select Add another email to include more email addresses.

Note: The first email address you add is automatically set as the primary email address. Each contact must have a unique email address, two contacts cannot share the same email.

• Phone numbers: Main number(s) used to reach the contact; you can label each number as Business, Personal, or Others, then select Add another number to include more phone numbers.

Note: The first phone number you add is automatically set as the primary phone number.

• Companies: The organization the contact is associated with; you can mark one as the primary company, then select Add another company to link additional organizations.
• Owner: The user responsible for managing this contact.
• Description: Additional information or notes about the contact to provide more context.
• Lifecycle stage: Indicates where the contact currently is in your workflow, such as Lead, Sales qualified lead, or Customer.

Changing the primary email and phone number

If a contact has multiple email addresses or phone numbers, you can choose one as the primary. The primary email and phone number are used as the main communication details for the contact.

Change the primary email address

1. Go to Contacts from the left sidebar.
2. You can set an email address as primary while creating a new contact or from the contact’s details page.
3. In the details page, hover over the Email address field and click the icon
4. If there is only one email address, click Add another email to add one or more email addresses.
5. Click the icon before the email address to set it as primary.

Note: The selected email will be marked as the Primary email, replacing the previously set primary email. Only one email address can be set as primary at a time.

Change the primary phone number

1. Go to Contacts from the left sidebar.

2. You can set a phone number as primary while creating a new contact or from the contact’s details page.

3. In the details page, hover over the Phone number field and click the icon.

4. If there is only one phone number, click Add another number to add multiple phone numbers.

5. Click the icon before the email address to set it as primary.

Note: The selected phone number will be marked as the Primary number, replacing the previously set primary number. Only one phone number can be set as primary at a time.

Saving the contact record

After entering the required and optional details, choose one of the following actions:

• Create & Stay: Saves the contact record and keeps you on the create form.
• Create: Saves the contact record and closes the form. You will be redirected to the contact details page.
• Clear all: Clears all the entered information from the form without saving. Use this option if you want to start over or discard the entered details.

The image below shows the Create Contact expanded form and the available fields used to create a new contact.

Adding fields to the expanded form

The fields that appear in the expanded form depend on the contact fields configuration. If you want to add more fields to the form or change which ones are required, you can configure them from Setup > Modules and Fields > Contacts.

For detailed steps, check this KB: Customizing contact fields

Importing contacts

You can add multiple contacts at once by importing them from a file.
You can also add contacts through importing:

1. Click the dropdown next to the + Contact button and select Import Contacts from the dropdown menu.
2. Upload a .CSV or .XLSX file with contact data.
3. Under Choose what to do with the records in this file, select Add Contacts.
4. In the Data Mapping tab, map the fields and complete the import process.

For more details, visit: Importing contacts