Create a new contact
Note: Kompass form field labels can be customised for different Kompass instances. It is likely that some fields have different titles in your version of Kompass.
Steps
- Go to "Contacts" and click "Create":
- Complete the form and click "Save":
Fields
| Name | Description |
| Organisation [required] | The organisation this contact belongs to. |
| Title | Title (Mr, Mrs, etc) if used |
| First Name [required] | First/given name |
| Last Name [required] | Last name/ Surname/ Family name |
| Email [required] | Email address for this contact |
| Opt Out | Date when the user opted out of marketing information. This is used if contact lists are used for marketing purposes. By default the contact is opted in because there is a business relationship. |
| Position | Contact's position or title in their company, e.g., Project Manager, CEO, Head of Department, etc. |
| Mobile Phone | Mobile/ cell phone number |
| Office Phone | Office phone number |
| Lead Source [required] | How we obtained the contact details |
| Source Details | Additional details about how we connected with this contact |
| Organisation Address [read-only] | The address of the organisation |
| Contact Address (if different) | If the contact has a different address from the organisation address (e.g., they are in a different office), then enter it here. If this address is not used, then the organisation address will be used for the contact. |
| Notes | Any additional notes to record for the contact. |
| Tags | Tags linked to the contact which can be searched. |