Adding a Contact Record

Contact records must always link to a company record. However, while a contact can only have one company, a company can (and often will) have many contacts.

The best way to add a contact is from a company record. If the company does not have a record in Bullhorn yet, you must add and save the company record first and then add the contact record from that newly created company. For instructions on adding a company, navigate to Adding a Company Record. If you have Front Office Growth or Enterprise, 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.
   The Add Contact page appears. The page auto-populates with company details, such as Company, Owner, and Phone Number.
2. Enter the contact’s First Name, Last Name, Status, and Primary Email.
   
3. Enter the reminder of the required information and/or modify information as necessary.
4. Click Save.
   

You can view all contacts associated with a company from the Contacts tab on that Company record. You can filter contacts on this tab by Owner(s) or Department(s).

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.