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By the end of this guide you'll know how to add a contact, edit their details, link them to investing entities, import contacts in bulk, and export your contact list from your Covercy One CRM.
Note
You need access to the GP workspace to manage contacts. If you can't see the contacts area or its actions, ask a workspace admin to grant you access.
Add a contact
Creating a contact walks you through a short wizard. Every contact is linked to at least one investing entity, so the wizard pre-fills a default entity for you.
- Open your contacts list and select New contact.
- Enter the contact's details — name, one or more email addresses, and phone numbers. Each phone number has a country selector and an optional Ext. field for an extension.
- Continue to the entity step. Covercy One pre-populates a default individual entity using the contact's name and sets them as that entity's primary contact.
- Optionally select Add Entity to link the contact to an existing entity or create a new one, then choose how the contact relates to that entity.
- Select Create Contact to save.
Warning
Each contact must stay linked to at least one investing entity. If you remove every entity from the list, you won't be able to submit the form until you add one back.
Choose how a contact relates to an entity
When you link a contact to an investing entity, you pick a relationship that fits the entity type. For an individual entity you can mark the contact as the investor themselves, a relative, or an advisor. For a company, trust, or other non-individual entity you can mark them as an owner or manager, or an advisor. An advisor is an external professional such as a lawyer, accountant, or financial advisor. Covercy One only offers the relationship options that make sense for the entity, so you can't, for example, mark a contact as the investor for a company.