Add contacts manually

1. Go to Contact Management.
2. Select the Contacts tab.
3. Select Actions > Add Manually.

   Alternatively, expand the Contact Management Insights section, select the actions icon () in the Contacts row and then select Add Manually.

4. On the Details tab, do the following:
   1. In the General section, enter the following information:
      1. Enter the First, Last, and Display Name.

         By default, the display name is generated from the first and last name, but you can update it if needed.

      2. Optionally, select a Salutation.
      3. Optionally, enter a Middle Name and Suffix.
      4. Optionally, select a Title.
      5. Optionally, select the Bid Contact checkbox to indicate that the user is a bid contact.

         This helps filter contacts when adding company representatives to an invitation to bid list or an RFP package.

   2. In the Business Contact Info section, select the Company, enter the Email, and optionally provide or import the business address details.

   3. Optionally, in the Home Contact Info section, enter the home address details.

      This is applicable when an employee’s work address is different from the company address.

5. Select Save.