Help Center›CRM & Communications
How do I add a CRM contact?
For office teams · Updated October 26, 2026
Use this when you meet a new adjuster, agent or partner and want them in CRM.
Add a contact on the web
- Open CRM › Contacts and choose + New Contact.
- In Company, search for the company. If it is not there, type the name, choose to create it, and pick a Company type. The new company is saved with the contact.
- Enter First Name. Last Name is optional, but the contact is flagged until it is filled in.
- Add Phone, Email and Owner if you know them. Owner lists only people who can own CRM contacts, plus Unassigned.
- Choose More details for Preferred Name, Role / Title and LinkedIn URL.
- Choose Add Contact.
If it might be a duplicate
While you type, a Possible duplicate contact note lists close matches. If a match is strong, This contact may already exist opens when you save: choose Use existing to open that contact, or Create anyway to save the new one.
Who can add contacts
You need sales activity access or permission to manage customers. People with directory-only access can look contacts up but not add them.
On the phone
Open the CRM tab › Directory › Contacts and tap + Contact. The New Contact form needs a first name and a company: use Link to Client to search, or tap + Create with the typed name to add a new company and pick its type. The same duplicate check offers Use existing or Create anyway.