How to Add a Lead, Contact, or Deal

Use Base's Global Add Functionality to Add Objects From Anywhere

Adding a Lead, Contact or Deal is always one click away! With the Base's global 'Add' button in the navigation bar, you can create a new object from anywhere in the Base.

Once you click the add button you can fill out any details you'd like about the particular Lead, Contact or Deal. If this person or company already exists in Base we will alert you with a prompt on the right side. This way you can either choose to use that existing contact and edit them, or continue on with creating the new record. 

Once you're done inputting information, either click Save & View, to go right to the new record, or the Save button to return to where you came from.