There are many details you can add to a contact record within Command. Use the list below to learn more about each field:
Enter the contact's name.
- (Optional) Click Add Legal Name, if the contact has a legal name that is different from what they normally use.
Enter the contact's email address, and label the address as Personal, Work, or Other.
- (Optional) Click Add Email, to add additional email addresses.
Enter the contact's phone number, and label it as Home, Mobile, Work, or Other.
- (Optional) Click Add Phone to add additional phone numbers.
Preferred Method of Contact
Choose between Email, Phone, Text, or Do Not Contact.
Select the stage your contact is in:
Label where the lead came from. Use the drop-down and select one of the listed sources.
Tags (groups) are a way for you to organize your database. System Tags are commonly used tags that have already been added to Command. Use the drop-down, start typing the name of the tag, and select the tag from the results list. You can add multiple tags to a contact.
Everyone organizes their database in a different way, so if we didn't add your tag to the System Tags list, then you can create them using the Custom Tags field. Start typing the tag name, and if you have already added it, then select the tag from the results list. If this is a new tag, you will see a Create "<tag>" option. Once you create the tag for one contact, you will be able to find it on the Custom Tags results list in the future. To learn about the Custom Tags settings page, click here.
Enter a description of your contact.
Enter the physical address of your contact, and label it as Home, Work, or Other. If this is the contact's mailing address, check the Same as Mailing Address checkbox.
- (Optional) Click Add Address to add additional physical addresses.
Date of Birth
Enter the contact's date of birth.
If any of your contacts (that have already been added to your database) are associated with this person, add the relationship. Start typing their name and select the related contact from the drop-down list. Then label the relationship from the relationships list.
- (Optional) Click Add Relationship if the contact you are entering is associated with more than one contact in your database. You will then search and select the contact before saving the update.
Add the contact's social media profiles. Select the type of social media, then enter their profile ID or handle. The system will auto-fill the social media platforms domain name automatically.
- (Optional) Click Add Social to add multiple social media profiles to the contact.
Enter the contact's work information. Start typing and select the company name from the drop-down, then enter the contact's job title.
Everyone organizes their database in a different way, and needs to add unique types of information for each contact. Click Add Custom Field to create a field we haven't thought of. You can create any number of custom fields for your contacts.