Manually Adding a New Contact in SalesNexus

This article explains how to manually add a new contact in SalesNexus and ensure their information is complete and accurate. Adding contacts correctly helps keep your database organized and supports better communication and opportunity management.

Tip: Contacts are the foundation of your sales process. Keeping their details updated ensures your team can track interactions and manage relationships effectively.

Add a Single Contact

Follow these steps to manually create a new contact:

1. Go to the Contacts Page
   From your SalesNexus dashboard, click Contacts in the left-hand navigation menu.
   
   
2. Click “+”
   In the upper-left corner of the Contacts list, click the + button to open a blank contact form.

3. 

4. Enter Contact Details
   Complete the contact form fields
   
   

Full Name – Enter the contact’s first and last name (the display name will auto-fill).
 

Email – Add their primary email address for communication tracking.
 

Phone – Include mobile or work numbers for call integration.
 

Job Title and Company Name – Helps organize contacts by role and company.
 

4. Save the Contact
   When finished, click Save. The new contact will appear immediately in your Contacts list.
    

Additional Tips

• Avoid duplicates: As you type, SalesNexus may suggest existing matches to help you prevent duplicate records.
• Bulk imports: To add multiple contacts at once, see Importing Contacts into SalesNexus.
• Associations: You can link contacts to specific companies or groups after saving.
   

Configuring the create-contact screen (Edit fields)

When you add a contact, you can control which fields appear on the form. Open the Add Contact window (the + in the header), then click Edit fields. In the Edit Fields panel, the searchable Available Fields list on the left holds every field — click the + beside a field to add it to Selected Fields on the right. Drag the handles to reorder, and use the − to remove a field (Core fields are locked). You can also create a brand-new field with the + at the top of Available Fields. Prefer to import in bulk instead? Switch to the CSV Import tab in the same window.