---
title: 5.2 Add a New Contact
description: "In the sidebar, click Contact Management → Add New Contact, or click the Add Contact button in the top-right of the contacts list."
url: "https://peikly.com/docs/add-a-new-contact/"
updated: "2026-10-06"
category: "Contacts & CRM"
tags:
  - Manual sync
---

# 5.2 Add a New Contact

## Step-by-Step Instructions

1. In the sidebar, click **Contact Management** → **Add New Contact**, or click the **Add Contact** button in the top-right of the contacts list.
2. Fill in the contact form:
   - **Basic Info:** First Name, Last Name, Email Address, Phone Number, WhatsApp Number
   - **Organization:** Company/Organization Name, Job Title, Department
   - **Location:** Country, City, Address
   - **Tags:** Add tags to categorize the contact
   - **Notes:** Free-text notes
   - **Assignment:** Assign to a specific user (CompanyAdmin only)
3. Click **Save**.

## What Happens After

- The contact is saved to the CRM.
- The contact appears in the All Contacts list.
- If automation workflows are active for "Contact Created" triggers, they may start automatically.

## Errors, Messages, and Exceptions

| Message | Why It Happens | How to Fix |
| --- | --- | --- |
| `You do not have permission to add contacts.` | TenantUser with restricted add permission | Ask CompanyAdmin to enable add permission |
| `Enter a valid number that starts with + or 00 and contains 6-15 digits.` | WhatsApp number format is invalid | Use international format: +1234567890 |
| Required field errors | Mandatory field left blank | Fill in highlighted fields |

## Best Practices

- Always include a WhatsApp number or email address so you can communicate with the contact later.
- Use tags consistently across your team for easier filtering.
- Assign contacts to the appropriate user so only they receive related notifications.