This article explains how to create a new Contact. To learn how to import your contacts click here.
2. Select the Contact Type
There are 4 types of Contacts in Propared
- Person - People (staff, contractors, client contacts, etc.)
- Organization - Companies (clients, vendors, etc.)
- Place - Locations with Addresses (the venue). Can be linked to Spaces.
- Space - Areas withing Places (breakout rooms, loading dock, lobby, etc) Can be linked to a Place.
3. Add Contact Details
Add any information about the Contact that you have.
- When you add this Contact to a Project Team, all their info will come along for the ride!
- Any updates you make to their name, phone numbers, and emails will be reflected everywhere.
- Roles and Departments will auto-complete into the Team where you can adjust as necessary.
Once you're done, click the green check mark to save!