Manage your contacts

By the end of this guide you'll know how to add a contact, edit their details, link them to investing entities and set them as an entity's primary contact, email them, import contacts in bulk, and export your contact list from your Covercy One CRM.

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.

1. Open your contacts list and select New contact.
2. 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.
3. 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.
4. 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.
5. Select Create Contact to save.

Choose how a contact relates to an entity