How do I add a contact?

How Do I Add a Contact?

Adding a contact into Base manually is quick and easy.  To add a contact just follow these steps:

  1. Head over to the Contacts tab and there you’ll find the + Add a Person or + Add a Company

  2. Click either the + Add a Person or + Add a Company

  3. Enter all of the details for the new Contact.
    • Remember that Last Name is a required field for a Person Contact
    • Once you start typing in details for the new Contact, Base will check the system to make sure it isn’t already there as a Lead or as a Contact preventing duplicates. If another contact within Base exists, you can choose to continue adding this new Contact or to edit the existing Contact  
  4. Once you have entered all the Contact details, click Save.