How to Add a Contact and Link It to an Account in Vedain

Adding a New Contact

1. Click Contacts in the left sidebar.
2. Click + New Contact.
3. Fill in the contact form.
4. Click Save Contact.

Key Contact Fields

• •First Name / Last Name — Required.
• •Job Title — Their role at the company.
• •Department — Sales, Marketing, Engineering, etc.
• •Reports To — Their manager (select from other contacts in your CRM).
• •Email — Primary email for sending and tracking.
• •Phone / Mobile — Contact numbers.
• •Account — The company they work for (see linking instructions below).
• •Owner — Which team member manages this contact.
• •Email Opt Out — Toggle on if the contact has asked to not receive marketing emails.
• •Do Not Call — Toggle on if the contact has asked not to be called.
• •Tax ID (GSTIN/VAT) — For Indian/UAE clients where invoices need their tax ID.

Linking to an Account

The Account field on the contact form links this person to their company. Start typing the company name — existing accounts appear in a dropdown. If the company does not exist yet:

1. Type the new company name in the Account field.
2. A 'Create new account: [company name]' option appears.
3. Click it to create a new Account record and link the contact to it simultaneously.

Difference Between Contacts and Leads

• •Leads are unqualified prospects — you are still evaluating whether they are a real opportunity.
• •Contacts are qualified individuals you have an ongoing relationship with.
• •Contacts are typically associated with an Account (company).
• •Use Leads for top-of-funnel prospecting; use Contacts for active customers and qualified prospects.