> For the complete documentation index, see [llms.txt](https://docs.projetly.ai/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.projetly.ai/home/documentation/contacts/add-contact.md).

# Add Contact

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.

<table data-header-hidden><thead><tr><th></th><th width="236"></th><th></th></tr></thead><tbody><tr><td>Label</td><td>Description</td><td>Comments</td></tr><tr><td>Profile Picture</td><td>Upload a profile image for the contact</td><td>Add an photo of the contact, if available</td></tr><tr><td>Work Email (Primary)</td><td>Add the primary work email address</td><td>For example, kirsten@projetly.ai</td></tr><tr><td>Phone (Primary)</td><td>Add the primary contact number</td><td>Include country code</td></tr><tr><td>First Name</td><td>Add the contact’s first name</td><td>For example, Kirsten</td></tr><tr><td>Last Name</td><td>Add the contact’s last name</td><td>For example, Acosta</td></tr><tr><td>Company</td><td>Associate the contact with a company</td><td>For example, Projetly, Google, etc.</td></tr><tr><td>Job Title</td><td>Add the contact’s designation or role</td><td>Example: CTO, HR Manager</td></tr><tr><td>Preferred Communication Channel</td><td>Select the preferred communication method</td><td>Example: Email, WhatsApp</td></tr><tr><td>Time Zone</td><td>Select the contact’s time zone</td><td>Used for scheduling and communication</td></tr><tr><td>Additional Emails</td><td>Add secondary email addresses</td><td>Optional field</td></tr><tr><td>Additional Phones</td><td>Add secondary contact numbers</td><td>Optional field</td></tr><tr><td>WhatsApp Number</td><td>Add the WhatsApp contact number</td><td>Optional field</td></tr><tr><td>Preferred Language</td><td>Select the preferred communication language</td><td>Optional field</td></tr><tr><td>LinkedIn URL</td><td>Add the LinkedIn profile URL</td><td>Optional field</td></tr><tr><td>X URL</td><td>Add the X (Twitter) profile URL</td><td>Optional field</td></tr></tbody></table>

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.

<table data-header-hidden><thead><tr><th width="236"></th><th></th><th></th></tr></thead><tbody><tr><td>Label</td><td>Description</td><td>Comments</td></tr><tr><td>Person Category</td><td>Select the category associated with the contact</td><td>Example: Customer, Prospect, Partner</td></tr><tr><td>Linked User</td><td>Associate the contact with an internal Projetly user</td><td>Optional field</td></tr><tr><td>Lead Source</td><td>Displays how the contact record was created</td><td>Example: Projetly UI</td></tr><tr><td>Lead Status</td><td>Select the current lead stage</td><td>Example: New, Qualified</td></tr><tr><td>Seniority Level</td><td>Select the seniority level of the contact</td><td>Example: Manager, Director</td></tr><tr><td>Department</td><td>Add the department associated with the contact</td><td>Example: Sales, HR, IT</td></tr><tr><td>Buying Role</td><td>Select the contact’s role in the buying process</td><td>Example: Decision Maker, Influencer</td></tr><tr><td>Influence Level</td><td>Select the level of influence within the organization</td><td>Example: High, Medium</td></tr><tr><td>Sign-off Authority</td><td>Select whether the contact has approval authority</td><td>Optional field</td></tr><tr><td>Campaign</td><td>Associate the contact with a campaign</td><td>Example: Webinar, Product Launch</td></tr><tr><td>Interest Level</td><td>Select the engagement or interest level</td><td>Example: High, Warm, Cold</td></tr><tr><td>Contact Owner</td><td>Assign an internal owner for the contact</td><td>Used for tracking and management</td></tr><tr><td>Reports To</td><td>Associate the reporting manager or stakeholder</td><td>Optional field</td></tr><tr><td>Do Not Contact</td><td>Restrict communication for the contact</td><td>Example: Yes or No</td></tr><tr><td>Internal Notes</td><td>Add internal notes related to the contact</td><td>Visible internally only</td></tr></tbody></table>

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.

### Customer User Mapping

Contacts can be linked to Customer Users within Projetly. This allows teams to maintain stakeholder information while also tracking platform access and participation.

Mapping contacts to customer users helps provide better visibility into customer engagement and activity.


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