How Do I Create a Contact?

About

Creating a contact in Goliath allows you to track property owners, agents, or other leads as you build your pipeline. You can add contacts one at a time with detailed information, or import hundreds at once using the Upload Contacts feature. Once created, contacts can be assigned to stages, tagged with custom fields, and automated for outreach.

Step-by-Step Guide

1. Navigate to the Contacts page

   From the main navigation, click Contacts to view your contact list.

   

2. Open the Create Contact dialog

   In the top-right corner of the Contacts page, click the Add Contact button.

3. Enter the contact’s name

   The Create Contact dialog appears. Enter the contact’s name in the Name field (this is the only required field).

   

4. Add phone number (optional)

   Enter a phone number in the Phone field. Use the dropdown next to the field to specify the phone type (e.g., Mobile). To add additional phone numbers, click the + button.

5. Add email address (optional)

   Enter an email address in the Email field. Click the + button to add multiple email addresses if needed.

6. Set contact type and property address (optional)

   Use the Contact Type dropdown to categorize the contact (e.g., Seller, Agent, Buyer). In the Property Address field, type or search for an address — Goliath will suggest matching properties from the database. You can also expand Custom Fields or Buy Box Preferences to capture additional details.

   

7. Save the contact

   Once you’ve entered the desired information, click the Create Contact button at the bottom of the dialog. The contact will be added to your list and appear at the top of the Contacts table.

   

Pro Tips

• You can add multiple phone numbers and emails by clicking the + button next to each field — useful for leads with separate mobile and office contacts.
• The Property Address field uses smart search to pull addresses from Goliath’s property database, so you can instantly link a contact to a known property.
• Use the Contact Type dropdown to organize your pipeline (e.g., Seller vs. Buyer) and filter contacts later by type.
• If you’re adding many contacts at once, use the Upload Contacts feature in the sidebar to import a CSV file instead.

Frequently Asked Questions

Q: What fields are required to create a contact?

Only the Name field is required. All other fields (phone, email, address, contact type) are optional.

Q: Can I add multiple phone numbers or emails to one contact?

Yes. Click the + button next to the Phone or Email field to add as many as you need.

Q: How do I add contacts in bulk?

Use the Upload Contacts button in the sidebar to import a CSV file with multiple contacts at once. See the Upload Contacts article for details.

Q: Can I link a contact to a property in Goliath?

Yes. Use the Property Address search field to find and link an existing property from the Goliath database.