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. Optionally, select the Comments tab and enter any additional comments as needed.
6. Optionally, if the contact is an external user that needs access to the TeamLink portal, select the TeamLink tab and do the following:
   1. Select the External User option.
   2. Enter a Username.
   3. Select Validate User to ensure that the username does not already exist in Sage Construction Management.

      If it does, a message will inform you that the username is already in use.

   4. Select Set Password, then enter a New Password and confirm by re-typing it in the Confirm Password field.

   The TeamLink tab does not appear for companies configured to support CPA/Sage Partner authorized users.
7. Select Save.