This article explains the different ways to create a contact record so you can add new people quickly from the workflow that suits you best.
📌 Note: In Company Name, the field searches your existing companies. If the company does not already exist, the system creates a new company record.
Add a Contact
You can add a contact in several ways, depending on where you are working in the system.
Use Quick Add
Click + next to the search bar, then select Contact.
Upload a file if needed, then enter the contact details.
In Company Name, search for an existing company or enter a new company name.
Enter the contact's personal details, such as First Name, Last Name, and any other relevant contact information.
In Contact Work Address, select an existing address or click + to add a new one.
Enter the Job Title, Primary Email, and Primary Phone.
Add the relevant Industry, Functional Expertise, and Sub-functional Expertise tags.
Add the LinkedIn Profile and Xing Profile, then include any notes if needed.
Review the contact owner details. By default, the creator becomes the contact owner, but you can also tag colleagues.
Click Save to add the contact to the database, or click Save & View to add the contact and open the full contact record.
🤓 Tip: Your Super Users can configure categories such as Industry, Functional Expertise, and Sub-functional Expertise.
Add a Contact Through Velocity
Make sure Velocity is installed and connected to your account.
Go to LinkedIn, then open the contact profile you want to add.
Click Add to Vincere on the LinkedIn profile.
Wait for the Velocity panel to open on the right side of the page, then click the Contact tab.
Enter the contact information, then click Create New Contact.
Click View in Vincere to open the new contact profile.
Add a Contact While Creating a Job
Click +, then select Job.
Start creating the job, then click the + icon to add a new contact.
Enter the contact details in the new window.
Click Save.
📌 Note: The contact is created in the selected company.
Add a Contact From a Company Profile
Open the company profile, then click Contacts.
Click + on the right side.
Enter the First Name, Last Name, and Primary Email.
Click Save to create a quick contact.
Click Expand To Quick Add Contact to enter more details before saving.
Add a Contact From Company Quick View
In the company table view, click the quick view icon for the company.
Click the Contacts tab.
Click + on the right side.
Enter the First Name, Last Name, and Primary Email.
Click Save to create a quick contact, or click Expand To Quick Add Contact to enter more details before saving.
Best Practices
Check whether the company already exists before you create a new contact.
Add industry and expertise tags so the contact is easier to search, organise, and report on.
Use Save & View when you want to review or complete the full contact record straight away.