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Adding a Contact to Trail

Creating a contact and Profile for one or more of your clients

Erica Danielson avatar
Written by Erica Danielson
Updated over a week ago

Note: Before reading this article, it's important to understand the relationship between Contacts and Profiles.

In this article you will learn:

  • How to add a new Contact

You may create Contacts along with creating an Opportunity.

However, there may be a situation where you have someone that you want to add to Trail that does not need an Opportunity created yet.

Adding a client as a Contact in Trail first, means that their details are available for future use, even if you don't need them right now.

Adding a new Contact

1. Go into the Contacts tab on the navbar

2. Click the 'Add Contact' button and select 'Add New Contact'

3. Select whether the Contact is a person or company

4. Select if the Contact is to be a part of a new Profile or existing Profile

4a. Clicking 'New Profile' will cause the prompt of how you'll be working with the client.

In most cases you'll be working with the client as part of a personal situation.

4b. Selecting 'Existing Profile' will allow you to search for a Profile you already have in Trail.

5. Fill in the Contact's details and click 'Next'

6. Finish Up

Once you have saved this, a Contact in Trail will be created for the client, as well as a new Profile if an existing one was not selected.

From here, you will now be able to 'search' for them and find them on the Contacts tab.

What next?

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