LeadKnight Documentation
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Add a contact

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

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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 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.

Video guides

Add a contact

Add a new contact with name, phone and email.

This recording shows the real-estate edition.

Written steps

  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.

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