# Add a contact

Create a contact with the details your workspace requires, choose a stage and optionally add a follow-up task.

Canonical: https://docs.lead-knight.com/en/contacts/add-contact/

## What this does

**New contact** creates one CRM record. Use it when you need a place for a person's details and follow-up work, rather than importing a whole spreadsheet.

## Before you start

- Select the correct workspace and open **Contacts**.
- You need a role other than viewer to see **New contact**.
- Prepare a **Name** and the **Required contact details** stated at the top of the dialog. Your workspace can require **Phone**, **Email**, **Phone and email**, or **Phone or email**.

## Add the record

1. Click **New contact**. The dialog explains which contact details are required.
2. Fill in **Name**, then **Phone** and/or **Email** as required. Leaving the phone or email field runs a duplicate check.
3. Choose **Stage**. Only nonterminal stages are offered when creating a contact. The initial selection is the first such stage, or the stage from which you opened the add action.
4. If you are an owner or admin in a team workspace, choose **Owner**. The list excludes viewers and initially selects you.
5. Optionally choose **How they found us** and fill in **Source details**. Leaving the source unselected records it as unknown.
6. Optionally fill in **Upcoming task** and **Due** together. To save without a task, leave both empty. The task text supports up to 200 characters.
7. In Nadlanite, **Contact roles** also lets you choose **Buyer**, **Seller**, or both. Role details are optional; see [seller properties](https://docs.lead-knight.com/en/contacts/seller-property/) for the property workflow.
8. Click **Save**. The list refreshes. A contact saved in the first active stage opens its contact panel; one saved in a later active stage opens the communication-logging flow.

## Duplicate and identity rules

Saving is unavailable while duplicate checking is running or an existing match is shown. Click the **Exists:** match to open the existing record instead of creating another. In a team, a restricted match may identify its owner rather than reveal the person's details.

A name containing only spaces is not valid. The name limit is 120 characters. An email must be valid when supplied. Changing the workspace's required-details setting is an owner/admin action under **Contact settings** → **Columns** → **Required contact details**; it does not make blank mandatory fields acceptable in this dialog.

## If something goes wrong

| Symptom | What to check | What to do |
| --- | --- | --- |
| **Missing:** appears | Name, required identity details or stage is absent | Complete the listed fields and save again. |
| The upcoming-task warning appears | Only task text or only its date is filled | Complete both, or clear both. |
| **Save** is disabled | A duplicate check is pending or a match exists | Wait for the result, then open the existing record or correct the entered details. |
| A required phone/email error appears after saving | The workspace requirement may have changed | Follow the requirement in the error and supply the missing detail. |
| **New contact** is missing | Your role may be viewer | Ask a workspace owner/admin about your role. |

## Related pages

- [Contacts overview](https://docs.lead-knight.com/en/contacts/overview/)
- [Import a spreadsheet](https://docs.lead-knight.com/en/contacts/import-contacts/)
- [Follow-up tasks](https://docs.lead-knight.com/en/contacts/follow-up-tasks/)
- [Edit details and tags](https://docs.lead-knight.com/en/contacts/details-and-tags/)


## Add a contact

[Add a contact](https://kwqpaiaguxkmadaipfrf.supabase.co/storage/v1/object/public/guide-videos/guides/videos/J2/nadlanite-en-6f384ec73533.mp4)

1. To add someone to your CRM, click New contact.
2. Enter their name.
3. Add a phone number or an email. At least one is required.
4. Choose how they found you.
5. Mark whether this is a buyer or a seller.
6. You can also add an upcoming task with a due date.
7. Click Save.
8. The contact is saved, and their record opens with tasks, notes and history.