Add contacts manually

1. Go to Contact Management.
2. In the Stats section, select the actions icon () next to the Contacts.
3. Select Add Manually.
4. Select the appropriate Company and enter the required fields, such as the First, Last, and Display Name.

   By default, the display name is generated from the first and last name, but you can update it if needed.

5. Optionally, select a Salutation, Middle Name, Suffix, Title, Mobile, and Email.
6. Optionally, indicate whether the user is a Bid Contact.

   This helps filter contacts when adding company representatives to an invitation to bid list or an RFP package.

7. Optionally, if the contact is an external user that needs access to the TeamLink Portal, do the following in the TeamLink Information section:
   1. Select the External User option.
   2. Enter a Username.

   3. Select Set Password, then enter a New Password and confirm by re-typing it in the Confirm Password field.

8. Optionally, provide the contact's business and home addresses and phone numbers.

9. Optionally, enter comments.
10. Select Save & Close or Save & New.