Editions Available: All Editions

Audience: All Users

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 Enterprise Edition, 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.
   • S-Release: From the Select an Action 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.
   

The contact is added.

You can view all contacts associated with a company from the Contacts tab on that Company record.

You can also filter contacts on this tab by Owner(s) or Department(s).