Creating Contacts in CoreBridge allows you to track sales, link companies, and take record of important information related to the customer. Creating Contacts is a necessary step that will need to be repeated as your business expands.
Contacts can be associated with a business, or created as Personal Account Contacts.
Table of Contents
Creating a Contact
To create a contact, navigate to Sales / Contacts.
1. Click the Contact button to open the Create Contact page.
2. Choose how you want to create the contact:
a. New Contact – Create a single contact. You can optionally link the contact to an existing company, or leave the company unselected to create a standalone contact.
b. Add to New Company – Create both a new contact (as the primary contact) and a new company in one step. The form will include Primary Contact details, Billing Contact (same as Primary or separate), and Company Details.
3. Enter the required Contact Details (or Primary Contact details if adding to a new company):
a. First Name and Last Name – Required.
b. Email – Needed if the contact will use the customer portal.
c. Phone – Enter only numbers; the system will format the number based on Settings / System / Localization.
d. Birth Day and Birth Year – Optional; you can enter one or both.
e. Timezone and Default Location – Set as needed for the contact.
4. If you chose New Contact, use Link to Company to optionally select an existing company. Leave this empty to create a standalone contact (no company linked).
5. If you chose Add to New Company, complete Company Details (e.g., Company Name, External ID, Company Email, Phone) and indicate whether the Billing Contact is the same as the Primary Contact.
6. Enter the Customer Information.
a. Company Origination – How the company heard about you. This can be made required in Settings / Sales / Company Options.
b. Industry – The industry the company is affiliated with. This can be made required in Settings / Sales / Company Options.
c. Status – The lifecycle of the customer (e.g., Lead, Prospect, Customer). A new company is typically set as Lead. Status may update automatically when the company is used in an estimate or order, or you can change it manually.
7. Enter the Accounting Details.
a. Pricing Tier – Select the pricing tier for negotiated rates with this company. This field is required.
b. Payment Term – Define the deposit and payment rules for this company. This field is required. Setting a term other than Cash may allow you to set credit limit and credit line options in the company details after the company is created.
c. Tax Group – Select the tax group (combined rate for local, county, state/province, etc.) for this company. This field is required.
d. Tax ID – Optionally enter the business Tax Identification Number for verification (e.g., tax exemptions).
e. Tax Exempt – Check if this company's estimates and orders should be tax exempt by default. If enabled, you will need to select a Tax Exempt Reason.
f. Require PO on All Orders in WIP status or later – Check if you want to require a Purchase Order number on all orders that are in Work in Progress or later before the order can be invoiced. A default for this setting can be set in Settings / Sales / Company Options.
8. Optionally enter a Billing Address and choose whether the Shipping Address is same as Billing Address.
9. Under Roles/Team, select the Team (e.g., Custom or a preset team). If you select Custom, assign employees to roles (e.g., Salesperson, Project Manager) using the dropdowns. These roles define which employees are assigned by default when this company places an order or estimate. Roles and teams can be managed under Settings / My Business.
10. Click Save.
Personal Account Contacts
Contacts that are not linked to a company can be created as standalone (Personal Account) contacts. Use New Contact and leave Link to Company empty. The same Create Contact page includes all options needed to use the contact for estimates and orders. For more information, please see above.