Adding a new contact manually

While Faktorist auto-creates contact records when you receive RFQs or messages, you can also add contacts manually for leads you discover outside the platform.

Steps

1. Go to CRM → Contacts and click + New Contact in the top-right corner.
2. Fill in the required fields: Full name, Company name, and Email.
3. Add optional details: phone number, country, position/title, product categories of interest, and any notes.
4. Assign the contact to a team member (or leave it unassigned).
5. Click Save. The new contact appears in your contacts table immediately.

Tips

• Always enter the company name consistently — the CRM groups contacts by company for a unified company view.
• Add tags (e.g., "trade show lead", "high priority") to make filtering easier later.
• If you have the contact's Faktorist profile URL, paste it in the Faktorist Profile field to link the record to their on-platform activity.