Within Teamwork CRM, you can create contacts for the main points of contact you will be speaking to within the companies you are trying to sell to.



To add a new contact to your site, select Contacts from the People dropdown in the main site navigation bar.

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Click the Add contact button in the top right of the Contacts area.



In the Add a Contact modal, you can add the person’s first and last name, as well as title, company, email, phone and phone extension number.

When adding a contact, you can associate a user from your site to be the owner.

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You can also create  custom fields for contacts in the Customize forms section of your site settings. When enabled, these fields will be included when creating a new contact.

For more information, see: Different Ways to Add a Contact