# How to Add a Contact Manually in ATZ CRM

> Create a contact manually in ATZ CRM, link it to an organization, and save complete client-side relationship details.

Source: https://atzcrm.com/help/client-management/contacts/add-contact-manually/

Contacts

# How to Add a Contact Manually in ATZ CRM

Create a contact manually in ATZ CRM, link it to an organization, and save complete client-side relationship details.

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Quick Answer

Open Contacts, select Add Contact, enter required contact details, optionally link the contact to an organization, and select Create.

## Add a Contact

Use manual contact creation when you need to add a hiring manager, client stakeholder, vendor contact, or business development contact directly into ATZ CRM.

## Step 1: Open Contacts

Log in to ATZ CRM and open the **Contacts** section.

## Step 2: Select Add Contact

Click **Add Contact** to open the contact form.

## Step 3: Enter Contact Details

Fill required fields such as name, email, phone, stage, owner, and any custom fields your team uses.

If the contact belongs to a company, search and select the organization in the organization field.

## Step 4: Save the Contact

Review the details and select **Create**.

## Use Cases

-   Add a new hiring manager after a client call.
-   Add a contact before inviting them to the Client Portal.
-   Create a contact and then link it to an existing candidate profile if they are the same person.

## Troubleshooting

### Organization Is Missing

Create the organization first or import organizations before adding related contacts.

### Duplicate Contact Warning Appears

Review existing contacts before creating a new one.

### Contact Cannot Be Invited to Client Portal

Make sure the contact has a valid email and is linked to an organization.

## Frequently Asked Questions

### Can I add contacts in bulk?

Yes. Use CSV/XLS import for larger contact lists.

### Can contacts have stages?

Yes. Contact stages can help track relationship progress.

### Can contacts become candidates?

Yes. Use linked candidate/contact records when the same person exists in both contexts.

## Related guides

[Assign Contacts to Organizations](https://atzcrm.com/help/client-management/contacts/assign-contact-organization/) [Add an Organization Manually](https://atzcrm.com/help/client-management/organizations/add-organization-manually/) [Invite Contacts to Client Portal](https://atzcrm.com/help/client-management/client-portal/invite-contacts-client-portal/)

Need help?

## Talk to the ATZ CRM team

Use the in-app chat for product support, or book a demo if you want to see this workflow with your recruiting data.

[Request demo](https://calendly.com/armaan-atzcrm/30min) [Start free trial](https://secure.talenticx.com/sign-up?token=A7K9X2M4Q8P1Z6R3T5WY)

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