Add Contact

Add contact records

A contact represents an individual associated with a company, such as a customer stakeholder, prospect, partner contact, decision maker, or internal point of contact.

Once a contact is added, it can be added to Deals, and projects. Contacts can be given access to deals, and projects. This helps in visibility into partner/customer task assignments and progress, helping teams ensure accountability and timely delivery across customer engagements.

Navigation: Contacts > Add New

Add Contact

The Add Contact process is divided into three steps:

1. Basic Info

2. Additional Info

3. Location Info

Basic Info

The first step is to capture the primary contact information. This section helps teams maintain customer communication details and contact level information.

Label	Description	Comments
Profile Picture	Upload a profile image for the contact	Add an photo of the contact, if available
Work Email (Primary)	Add the primary work email address	For example, [email protected]
Phone (Primary)	Add the primary contact number	Include country code
First Name	Add the contact’s first name	For example, Kirsten
Last Name	Add the contact’s last name	For example, Acosta
Company	Associate the contact with a company	For example, Projetly, Google, etc.
Job Title	Add the contact’s designation or role	Example: CTO, HR Manager
Preferred Communication Channel	Select the preferred communication method	Example: Email, WhatsApp
Time Zone	Select the contact’s time zone	Used for scheduling and communication
Additional Emails	Add secondary email addresses	Optional field
Additional Phones	Add secondary contact numbers	Optional field
WhatsApp Number	Add the WhatsApp contact number	Optional field
Preferred Language	Select the preferred communication language	Optional field
LinkedIn URL	Add the LinkedIn profile URL	Optional field
X URL	Add the X (Twitter) profile URL	Optional field

After entering the required details, click Next to continue.

Additional Info

The Additional Info section helps teams capture lead qualification, organizational hierarchy, and engagement related details.

Label	Description	Comments
Person Category	Select the category associated with the contact	Example: Customer, Prospect, Partner
Linked User	Associate the contact with an internal Projetly user	Optional field
Lead Source	Displays how the contact record was created	Example: Projetly UI
Lead Status	Select the current lead stage	Example: New, Qualified
Seniority Level	Select the seniority level of the contact	Example: Manager, Director
Department	Add the department associated with the contact	Example: Sales, HR, IT
Buying Role	Select the contact’s role in the buying process	Example: Decision Maker, Influencer
Influence Level	Select the level of influence within the organization	Example: High, Medium
Sign-off Authority	Select whether the contact has approval authority	Optional field
Campaign	Associate the contact with a campaign	Example: Webinar, Product Launch
Interest Level	Select the engagement or interest level	Example: High, Warm, Cold
Contact Owner	Assign an internal owner for the contact	Used for tracking and management
Reports To	Associate the reporting manager or stakeholder	Optional field
Do Not Contact	Restrict communication for the contact	Example: Yes or No
Internal Notes	Add internal notes related to the contact	Visible internally only

After entering the required details, click Next to continue.

Location Info

The Location Info section is used to configure geographical information associated with the contact.

Label	Description	Comments
Country	Select the contact’s country	Used for segmentation and communication
State	Select the contact’s state	Optional based on country
City	Add the contact’s city	Optional field
Zip Code	Add the postal or zip code	Optional field
Address	Add the complete address	Optional field

After entering the required details:

• Click Save to create the contact record

• Click Save as Draft to save the record as a draft

• Click Discard to cancel the process

Import Contacts

Projetly also supports bulk contact imports using CSV files.

Navigation: Contacts > Add New > Import Contacts

Upload a supported CSV file to import multiple contact records into Projetly.