Source: https://www.brixit.io/docs/crm-contacts

# How to add and manage contacts in Brixit CRM

Use **Sales → Contacts** for the people your team works with, including new leads,
buyers, tenants and property owners. Keep the person's details here and their property
requirements in a linked [inquiry](https://www.brixit.io/docs/crm-inquiries).

**Before you start:** you need access to Contacts and permission to add a contact.
Have the person's name, email and primary phone number ready.

## 1. Open the contact form

1. Open **Sales → Contacts**.
2. Check whether the person already exists, using **Filters** to narrow the list.
   Open an existing contact when it is the same person.
3. Select **Add**. The **Add Lead Contact** form opens on the right.

[![Add Lead Contact form showing name, email, phone, assigned agent and stage fields](https://www.brixit.io/images/docs/modules/contacts-add.jpg)](https://www.brixit.io/images/docs/modules/contacts-add.jpg)

*The upper part of the contact form. Required-field messages identify information to complete.*

## 2. Enter the person's details

1. Enter **First Name**, **Last Name** and a valid **Email**.
2. Select the country code and enter the **Primary Phone**. Add a secondary number if needed.
3. Check **Assigned To**. This is the colleague responsible for the contact; your role
   may limit which colleagues you can select.
4. Choose a **Stage** from your company's contact stages and set **Contact priority**.
5. Scroll down to add **Source**, languages, communication preferences and useful **Notes**.
   Complete any required custom fields your company has added.

The current form requires first name, last name, email, primary phone, assignee and stage.
Do not use invented contact details to get past a required field; ask your administrator
how your team handles incomplete leads.

## 3. Add an inquiry when you know their requirements

Near the bottom, turn on **Add inquiry (optional)** if you also want to record a property
requirement. Complete the inquiry fields that appear, including its intent, assignee
and pipeline. This creates the inquiry linked to the contact when you save.

Leave the option off when you only need the contact record. You can add an inquiry later
from **Sales → Inquiries** and select this person as **Lead Contact**.

## 4. Save and check the record

1. Select **Create**.
2. If the form remains open, resolve the field messages and try again.
3. After the save succeeds, find the person in Contacts and select their name.
4. Check their details, assigned colleague and stage. If you added an inquiry, check that
   it is linked to the correct contact.

## Keep the contact up to date

Use the row's action menu to edit the record. Choose **List View** for a table or
**Kanban View** to review contacts by stage. The **Interactions** column helps you see
recent activity and the next task. Keep follow-up information on the record so the next
colleague can understand what happened.

**Upload** is available for importing contacts from a file. Review the import screen's
format and mapping requirements before submitting a file; the manual form above is for
adding one person at a time.

## Work from the contact profile

Use **Overview** for the activity composer: [create a note or follow-up](https://www.brixit.io/docs/crm-followups),
or send email/WhatsApp when the connected tools and your permissions allow it.
Use **Documents** for [supporting files](https://www.brixit.io/docs/crm-documents), **Inquiries** for requirements,
and the available Properties, Transactions and History tabs for related records and changes.

Use **Send to Pool** when releasing the contact for another agent; follow the
[Contact Pool guide](https://www.brixit.io/docs/crm-contact-pool) because the related inquiries move with it.

## If something does not work

| What you see | What to check |
| --- | --- |
| Missing stage, source or assignee | Ask an administrator to check the company's configured options and your access. |
| Email or phone validation | Check the email format, selected country code and phone number. |
| A duplicate warning | Review the existing person before creating another record. |
| Contact missing after saving | Clear filters, return to the All view and check who the contact is assigned to. |
| Hidden email or phone in the table | Contact details may be masked. Use the available reveal control only when your role allows it. |

Next: [record the person's requirements as an inquiry](https://www.brixit.io/docs/crm-inquiries), or
[return to all CRM guides](https://www.brixit.io/docs/crm-overview).