To manually add a contact, you will want to click on the Add Contact button in the far top right corner (as shown below).

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This will bring you to a page where you can enter the information. Here you can upload a photo, name, email, phone, company and position. You can also add a context note (this can be anything you like). You can also tag this person (ie. CEO), which will be searchable.

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By scrolling down, you will also see an Additional Details section, as shown. Perhaps your contact has a nickname, or you would like to enter their birthday. Here you can also update any dietary restrictions they may have. A great feature is also the Associated Contact to CC as shown. Perhaps you have an executive who wants their Executive Assistant to get copied on anything Gatsby - here is where you would enter that EA’s email.

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The final section is for links, such as a webpage, company site or LinkedIn. There is also a section for custom fields.

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Updated: July 22, 2022
Still have Questions? Contact us at [email protected].