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.

To add a new contact:

1. In the Navigation pane, go to the Hubs section and select Contacts.
2. Click + New Contact next to the contact search field 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 move the focus from this field, DPS compares the contact's name to existing contact names. If possible matches are detected, DPS displays a list of those contacts so that you can determine if you are adding a duplicate record. If you are still not sure, click a contact in the list to display the full contact record on a separate browser tab.

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