ClickSabi Pro
Contacts & Messages
Adding a contact
Create a contact record, avoid duplicates, and optionally invite.
Add the contact
Contacts, then add. Enter name, company if relevant, email or phone, contact type, preferred contact method, property address and any notes.
Duplicate checks
ClickSabi checks for an existing match before saving and asks you to confirm rather than silently creating a second record. Linking an existing ClickSabi account never creates a duplicate.
Inviting at the same time
You can send the invitation as you save. Adding a contact does not create an account for the homeowner; they claim the connection from their own account.
Importing
Use the import option on the Contacts list to bring in several contacts at once. Duplicate detection applies to imported rows too.
Related articles
- Contacts & MessagesInviting a customer to connectHow the invitation works and what happens when it is accepted.
- Contacts & MessagesInside a contact recordThe tabs on a contact, lifecycle stages, ownership and private notes.
- Projects & DeliveryCreating a projectStart a project from Projects or straight from a contact.
- Contacts & MessagesHow customers and providers stay connectedWhat a connected relationship is and what each side can see.
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