Use this article to add a lead, relationship or vendor from the Contacts area, see how their forms differ from the Client form, and give one contact more than one type so it appears in two lists. Leads, Relationships and Vendors use the same form as Clients with a few differences.
How do I add a lead?
To add a lead, open Contacts → Leads (in the left sidebar click Contacts, then Leads). The cards at the top of the Leads list count ② Opportunities, ③ Today, ④ This Week and ⑤ This Month. Click the ① Add New Lead button to add a lead.
The New Lead form is the same as the form for a client, except that the ① Select Contact Type dropdown starts as Lead and the ② DOB (date of birth) field ③ is optional.
How do I add a relationship or a vendor?
To add a relationship or a vendor you use the Relationship or Vendor form, which is shorter than the Client form. The ① Select Contact Type dropdown starts as the type you chose; ② Full Name, ③ Email and ④ Phone are required; and Details & Tags has the address fields and ⑤ Tag but no date of birth, source or gender.
Tip: A company works well as a vendor name, for example Bay Roasters Coffee Co., with the buyer contact's email and phone.
How do I give a contact more than one type?
To give a contact more than one type, so it belongs to several contact lists at once, open the contact, click Edit, and in the ① Select Contact Type dropdown pick an extra type. Each type shows as a chip: in this example ② Client was added to ③ Relationship. Click Submit.
The contact now appears in both lists. In this example, Hannah Cole shows ① in the Clients list:
and ① in the Relationships list:
To remove a contact type, open Edit again, click the × on that type's chip in Select Contact Type, then click Submit. The contact leaves that list and keeps its other types.