Add a contact manually
Adding someone takes less than a minute, and you only need a name to start. You can fill in the rest now or let the platform enrich it for you later.
- Open Contacts from the left menu.
- Click New contact in the top right.
- Enter the First name and Last name. These are the only required fields.
- Add any details you have on hand, such as Title, Email, Phone, and Company name.
- Upload a photo if you'd like a face on the profile.
- Click Save to create the contact.
Tip
Add the contact's work email whenever you can. It's the link that lets Ultragent connect emails, meetings, and company details to the right person automatically.
Let your inbox build the list for you
You don't have to type in everyone by hand. As you exchange emails, the people you correspond with are added to your contacts automatically and matched to the companies they work at. Your list keeps filling itself in the background while you focus on selling.
- Hands-free growth: new people you email show up in your contact list without any extra steps.
- Always current: details like job title and phone number are picked up and kept fresh over time.
- No duplicates: if someone already exists, their profile is updated instead of creating a second copy.
Enrich a contact with one click
Opened a brand-new profile that's mostly empty? Click Enrich on the contact and Ultragent pulls in the latest public details, a professional summary, and recent activity, so a bare name becomes a full picture in moments.
Good to know
Enrichment only fills in blanks. Anything you type yourself is always kept exactly as you entered it.
What's the minimum I need to add a contact?
Just a first and last name. You can add everything else later, or let enrichment and your inbox fill it in for you.
Will adding the same person twice create duplicates?
No. Ultragent checks the email address and updates the existing contact instead of creating a duplicate, so your list stays clean.
I just got back from a conference with a stack of business cards. What's the fastest way in?
Add the essentials for each person in under a minute, then click Enrich to fill in the rest. Anyone you email afterward is also captured automatically.
Do I have to enter every detail myself?
Not at all. Start a contact with a name, and details like title, company, and phone are picked up from your emails and enrichment over time.
Can I add contacts on the go?
Yes. You can quickly create a contact from the mobile app, and it syncs to your contact list automatically.