In Sidely, you have several options to create a contact directly from the web platform. These methods let you manage your customer relationships quickly and efficiently.
Method 1: Create a contact from a company record
You can link a contact to a specific company by following these steps:
Go to the company record
Go to the Companies page and click the name of the relevant company.
Find the "Contacts" section
On the right side of the record, in the column of objects linked to the company, find the "Contacts" category.
Click the "+"
A contact creation form opens.
Fill in the contact's information
First and last name: These fields are required.
If you only have one of them, you can use an "X" or a dash (-) as a placeholder.
Add the other available contact details (email, phone, etc.).
Save the contact
Click "Save" to confirm the creation of the contact.
Method 2: Create a contact from the "Contacts" tab
If you want to create a contact without going through a specific company record:
Go to the "Contacts" page
Click the "Contacts" tab in the main menu.
Click the "+"
Located at the top right of the page, this button lets you create a new contact.
Fill in the contact's information
First and last name: Required (same workaround as above if one of the two fields is missing).
Add other contact details if available.
Link the contact to a company
You can link the contact to a company directly in the form.
Save the contact
Click "Save" to complete the creation.
Best practices for creating contacts
Fill in complete contact details: Email, phone, and job title make it easier to track interactions.
Always link a contact to a company: This makes data easier to manage and organize.
Use placeholders if needed: If you don't have the first or last name, an "X" or a dash (-) ensures the contact is created without errors.
FAQ
1. Can I edit a contact's information after it has been created?
Yes, open the contact record from the Contacts tab or from the linked company record, and edit the necessary information.
2. How many contacts can I create for a company?
There is no limit to the number of contacts you can link to a company.
3. Can contacts created without a company be linked to one later?
Yes, you can edit a contact and link a company to it at any time.