> ## Documentation Index
> Fetch the complete documentation index at: https://docs.letsconnekt.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating and Managing Contacts in Your Connekt CRM

> Create and link contacts to companies, set a primary contact from either record, and use notes and attachments to track your client relationships.

Contacts are the individuals you work with at your client companies — hiring managers, HR directors, procurement leads, and anyone else involved in the recruitment process. Keeping contact records up to date means your whole team has instant context on who to reach out to and what's been discussed.

## Creating a contact

<Steps>
  <Step title="Open the Contacts section">
    Go to **Contacts** in the main navigation and click **Create**.
  </Step>

  <Step title="Fill in the contact's details">
    Enter the contact's information:

    * **Name** *(required)* — the only mandatory field.
    * **Email** *(optional)* — used for communication and email sync.
    * **Phone** *(optional)* — mobile or direct line.
    * **Job title** *(optional)* — helps clarify their role in the hiring process.
  </Step>

  <Step title="Link to a company (optional)">
    Use the **Company** field to associate this contact with an existing company record. You can skip this at creation and set it later if needed.
  </Step>

  <Step title="Save the record">
    Click **Save**. The contact record is created and you're taken to its detail page.
  </Step>
</Steps>

## Linking a contact to a company

You can connect a contact to a company at any point — during creation or afterwards.

* **At creation** — select the company from the **Company** field on the creation form.
* **After creation** — open the contact record, click **Edit**, then select or update the **Company** field and save.

## Setting a primary contact

Each company can have one primary contact — the go-to person whose name appears prominently on the company profile card. There are two ways to set this, depending on where you're working.

**From the contact record:**

<Steps>
  <Step title="Open the contact record">
    Navigate to the contact you want to make primary.
  </Step>

  <Step title="Set as primary">
    Click **Set as Primary Contact**. The change takes effect immediately.
  </Step>
</Steps>

**From the company record:**

<Steps>
  <Step title="Open the company record">
    Navigate to the company and click the **Contacts** tab.
  </Step>

  <Step title="Select the contact">
    Find the contact in the list and select **Set as Primary** from their options.
  </Step>
</Steps>

<Note>
  Each company can only have one primary contact at a time. Setting a new primary automatically removes the designation from the previous one — you don't need to clear it manually first.
</Note>

## Notes and attachments

Contact records include dedicated tabs for storing qualitative context and supporting documents alongside the contact's core details.

<CardGroup cols={2}>
  <Card title="Notes tab" icon="note-sticky">
    Record meeting summaries, conversation context, personal preferences, and relationship notes. Notes display the author's name and timestamp, and you can tag team members with **@mentions** to notify them of relevant updates.
  </Card>

  <Card title="Attachments tab" icon="paperclip">
    Upload signed agreements, NDAs, onboarding forms, or any other documents relevant to your relationship with this contact. Any file type is accepted, up to 25 MB per file.
  </Card>
</CardGroup>

<Tip>
  Use the Notes tab to capture anything from a call or meeting before you forget it — even a brief summary helps future you (and your colleagues) pick up the relationship seamlessly.
</Tip>