Add a Contact

When you create a contact record, you are automatically added as a team member for that contact. You must subsequently use the Team tab to describe your relationship to the contact.

If your firm has implemented the GovWin IQ integration, contacts associated with an opportunity in GovWin IQ may also be added when that opportunity is imported as an in pursuit project.

To add a new contact:

1. In the Navigation pane, select Hubs > Contacts > Contacts.
2. Click + New Contact to display the Contact form.
3. In the name fields on the Overview tab, enter the contact's name; Last Name is required.
   This information also displays as the page title.

   When you enter the contact's First Name and Last Name and you move the focus from these fields, Vantagepoint compares the contact's name to existing contact names. If Vantagepoint detects possible matches, it displays a list of those contacts and the firms associated with them so you can determine if you are adding a duplicate record. If you are still unsure, click a contact in the list to display the full contact record on a separate browser.

4. Enter additional information about the contact, such as a description, status, recent activity, and market.
5. Click Save.