Add a contact

You can add new contacts to your Contacts List at any time. A contact can be an individual, a company, or a person who works at a company you do business with.

WorkingPoint automatically tracks your relationships to your contacts. For example, when you create an invoice or quote for a contact, the contact is tracked as a customer.

There are many ways to add contacts. Click a link below to view step-by-step help for adding a contact.

• Add a new individual contact

  To add a new individual:

  1. Click the Contacts tab to open the Contacts List.

  2. In the right sidebar, leave the company field blank and type a first and last name in the appropriate fields.

  

  3. Click Add.

  The contact is added to your Contacts List.

  4. Next, you can add details about the contact, or you can add the details later, at any time.

  In the form that appears, type contact information and billing address.

  5. (Optional) Add any notes, if you want. For example, if the contact is a prospective customer, you could mention where you met the contact. WorkingPoint also adds any notes you enter on an invoice for this customer in the Notes area.

  6. Click Save Changes.

• Add a new company contact

  To add a new company:

  1. Click the Contacts tab to open the Contacts List.

  2. In the right sidebar, leave the first and last name fields blank and type the company name in the Company field.

  

  3. Click Add.

  The company is added to your Contacts List.

  4. Next, you can add details about the company, or you can add the details later, at any time.

  In the form that appears, type the company contact information and billing address.

  5. (Optional) Add any notes, if you want. For example, if the company is a prospective customer, you could mention where you met the contact. WorkingPoint also adds any notes you enter on an invoice for this customer in the Notes area.

  6. Click Save Changes.

  When you click Save Changes, WorkingPoint takes you to the contact page for the company. Here you can add a person to the company, edit the details, and delete the company. You can also get to this contact page by clicking the name of the company in the Contacts list.

• Add a new contact at a new company

  To add a new contact at a new company:

  1. Click the Contacts tab to open the Contacts List.

  2. In the right sidebar, type the contact's first and last name and type the company name in the Company field.

  

  3. Click Add.

  Two contacts are added to the Contacts List: the company and the individual, and WorkingPoint creates the relationship between the two automatically.

  4. Next, you can add details about the contacts, or you can add the details later, at any time.

  

  The company form appears. Here you can enter basic information about the individual and their contact record will be updated. You can enter the company contact information and billing address.

  5. (Optional) Add any notes, if you want. For example, if the contact is a prospective customer, you could mention where you met the contact. WorkingPoint also adds any notes you enter on an invoice for this customer in the Notes area.

  6. Click Save Changes.

  When you click Save Changes, WorkingPoint takes you to the contact page for the company. Here you can edit the individual contact and enter more information about them. Also, you can click the company contact link and add another person to the company and edit the company.

• Add a new contact to an existing company

  To add a new contact to a company:

  1. Click the Contacts tab to open the Contacts List.

  2. Click the company name you want to add the contact to.

  3. In the company form that appears, click the Add Person link in the sidebar.

  

  4. Enter the details about the person.

  5. Click Save.

  Note: When you add a contact to an existing company, WorkingPoint automatically updates the company information.

• Add an existing contact to an existing company

Related Topics

How do I delete a contact?

How do I edit a contact?

How do I use the Contacts List?

What is the difference between customers, companies, and people?

How do I import contacts into WorkingPoint?