Adding a Contact Record

Learn how to add a new contact record in Bullhorn ATS.

Contact records must always link to a company record, but a company can have many contacts — a contact can only belong to one company.

The best way to add a contact is from its company record. If the company doesn't have a record yet, add and save the company first, then add the contact from that new company record. For steps, see Adding a Company Record.

If your Bullhorn edition includes Lead records, you can also add a contact by converting a lead. For instructions, navigate to Converting a Lead Record to a Contact, Company, and Opportunity Record.

Adding a Contact Record to an Existing Company

  1. On the company record, from the Actions drop-down, select Add Contact.

  2. The Add Contact page appears, pre-filled with company details like Company, Owner, and Phone Number.

  3. Enter the contact’s First Name, Last Name, Status, and Primary Email.

  4. Complete or update any remaining fields as needed.

  5. Click Save.

You can view all contacts linked to a company from the Contacts tab on that company record. Filter the list by Owner or Department to narrow it down.

Adding a Contact and Company at the Same Time

If the company doesn't have a record in Bullhorn yet, you don't need to create it separately first — you can add a contact and company together:

  1. From the +Add menu, select Contact.

  2. In the Company field, enter the new company's name, then select Create as a New Company to open the Add Company screen.

FAQ

Why can't I see contacts owned by other users?

Visibility of contact records owned by other users is controlled by the user type entitlements View Any Client (all users in your corporation) or View Department Client (users in your department only). Contact Bullhorn Support to enable the appropriate entitlement.