How do I create a single contact?

How do I create a single contact?


Creating a single contact within the MSP Advantage platform can be very useful when you have all the relevant information ready, but not in a digital form.

1. Navigate to the contacts page by selecting My Database > Contacts



2.  Once your contacts have loaded, select the "Create" button


3.  A new dialog will show you the fields for you to enter.  Depending upon your settings, some fields may be required and will be denoted with an asterisk.  The dialog will not let you save any single contact without the required fields.  After you've entered the basic contact information such as name, email, and phone, you have the ability to navigate through each of the tabs to enter supplementary information such as address, preferences, and more.


As a best practice, you should enter the following information in the tabs:

  • Info

    • First Name

    • Last Name

    • Email Address

    • Company

    • Work Number

  • Address

    • Relevant information, such as Address, City, State/Province, and Postal Code

  • Preferences

    • Interest Level

    • Contact Type

    • Industry Type

    • Prospect

  • Misc Information

    • Contact Title

    • Company Website

    • Related Articles

    • How do I create contact recipient lists?

      It is possible to personalize navigation menus within Mindmatrix software. If you are unable to navigate to the correct page, contact your platform administrator. Recipient lists are the static lists where contacts are added manually i.e. one at a ...

    • How to hide contact tabs based on personas

      Posted by The Team at Mindmatrix on 14 March 2018 06:29 PM Feature: This feature allows the User who has access to create custom contact fields to display tabs based on different personas of the company. Who will be using this? This feature will be ...

    • How does contact/lead syncing for CRMs work?

      Posted by The Team at Mindmatrix on 12 January 2016 03:22 PM This article will provide you with an overview of how contact and lead syncing works between Mindmatrix and your CRM.  General Points CRM integration is a bi-directional sync. Only one CRM ...

    • How do I create a poll?

      How do I create a poll?  Step 1: Click to expand “Setup” menu and click sub-menu “Asset Management”. Then click “Templates”.     Step 2: Click on “Web”.   Step 3: Click on “Create”.   Step 4: You will receive a pop-up asking whether you want to ...

    • V5 - Contact, User, and Asset Scoring

      Lead scoring refers to the metrics you use to determine how interested a potential customer is in your product or service.  Creating a lead scoring model is a two-part process. First, you must create your scoring rules, and then you use those scoring ...