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How to add a new contact to my database
How to add a new contact to my database

A quick guide on how to add a new contact

Annali avatar
Written by Annali
Updated over a week ago

  • Log into Base with your unique username and password.

  • Click on the contacts icon at the top right-hand corner of your screen.

  • Click on add contact

A screen will open in which you can capture all necessary detail of the particular contact.

  • Click on contact type to add a label like "buyer", "seller", "tenant" to the contact

  • Select whether this contact is an individual person or that of a company

  • Select "Shared with the office" if you wish to share this contact with the rest of your agency

  • Complete both pages then Save your contact

After you created the contact you can add requirements and tags to it.

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