Adding Contacts ➕
Introduction
Adding new contacts to Amplifi-Qx Hub is a fundamental process that helps maintain accurate records of all your business relationships. There are several ways to create new contacts, each designed to fit seamlessly into your workflow.
Access Methods 🔍
Direct Creation
Access the Add Contact form through:
- The '+' button in the top navigation bar
- The 'Add Contact' option in the Contacts menu when viewing a company
Essential Information 📝
Required Fields
When adding a new contact, certain information is essential for proper record creation:
Core Details
- First Name
- Last Name
- Company Association
- Job Title
- Email Address
- Phone Numbers (Primary and Secondary)
Additional Information
- Physical Address
- Notes and Comments
- Key Contact Status
Best Practices 💡
Data Quality Management
Information Standards
Maintain consistent data entry by:
- Using proper name capitalisation
- Following phone number formats
- Using business email addresses
- Maintaining consistent job titles
- Adding comprehensive notes
Contact Organisation
Keep records well-organised through:
- Accurate company association
- Proper status designation
- Relevant tag application
- Clear relationship documentation
- Complete contact details
After Creation ✨
Initial Setup
Once you've created a contact, consider these next steps:
- Add relevant notes about the relationship
- Create any necessary follow-up actions
- Document any special requirements
- Plan initial engagement activities
Documentation Requirements
Ensure you maintain:
- Communication preferences
- Relationship history
- Key interaction notes
- Important agreements
- Special considerations
Quick Access 🔗
Essential Links
Access key contact functions through:
Taking time to add complete and accurate contact information from the start saves significant effort later and ensures effective relationship management.
Return to Contacts Overview → Learn About Managing Contacts →