To manually add a contact, you will want to click on the Add Contact
button in the far top right corner (as shown below).
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.
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.
The final section is for links, such as a webpage, company site or LinkedIn. There is also a section for custom fields.
Updated: July 22, 2022
Still have Questions? Contact us at [email protected].