Create and update a contact
How to add a new contact and edit contact details.
Contacts are the people tied to your deals, emails, meetings, and other sales activity. You can create a new contact from the Contacts page or update an existing contact's details directly from their record.
Create a new contact
Go to Sales → Contacts.
Click Add contact.
Enter the contact's basic information: first name, last name, email address, and phone number. Job title is optional.
To link the contact to an organization, select a Company.
Click Create.
See your newly added contact in your Contacts list.
Update contact details
Go to Sales → Contacts.
Click the contact name you want to update.
On the Overview tab, locate the Details section.
Click into the field you want to change.
Make your update, then click outside the field or press Enter to confirm.
The update saves automatically and reflects immediately across linked deals, emails, meetings, SMS, and calls.
Field reference
First Name / Last Name: The contact's name as it appears across your account.
Emails: Used for email communication and record linking.
Phone number: Used for calls and SMS.
Job title: The contact's role or position. Optional.
Company: The organization the contact is associated with. Linking a company connects the contact to related deals and activity.
FAQ
Can I delete a contact? Yes. You can delete a contact from their record if it was added by mistake or is no longer needed.
Can I create a contact with the same email or phone number as an existing one? No. Wonderly prevents duplicate contacts by requiring unique email addresses and phone numbers.
What if I linked a contact to the wrong company? You can change it. Click into the Company field on the contact's Details section and select the correct one.
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