Contacts & Leads · How-to

Creating Contacts

Adding someone by hand, the fields worth filling in immediately, and the five automatic routes most contacts actually arrive through.

New · Updated Sep 21, 2026 · 3 min read

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1Adding a contact by hand

Open Contacts in the main menu and pick the contact type you want — Clients, Employees, Partners, Vendors, or All. Whatever you pick, the next step is the same.
Click + Add New at the top left of the list.
Fill in the contact: type, first and last name, phone, email, address and anything else you have.
Save. The profile opens and the contact appears in the list.

Accounts with the Add by phone add-on get a second button beside it: enter just a phone number and ClientTether creates the contact from it.

Field	Why it matters
Lead Source	Decides which Connection Plan starts, and where the contact shows in source reporting. See Lead Sources.
Sales Cycle	Where the contact sits in your process, and therefore which Pipeline column. A contact with none is a New Lead.
Assigned User	Who owns the contact. Salesperson users only see contacts assigned to them.
OK to SMS?	Must be on before any text can be sent — and only with the contact’s consent. See Texting (SMS).
Action Plan	Start follow-up immediately, or leave it for later.
Tags	Free-form labels that filters and triggers read. See Tags.

Typing them in is the exception. Most contacts arrive automatically:

No action plan was attached, or the lead source has no Connection Plan. Set one from the profile, or bulk-set from the list with Change.

Duplicate checking is on for the account. Open the existing record rather than creating a second one.

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