Create a Contact

Choose the right starting point

Use Add Contact in the upper-right corner of Contacts when you want to add one person. The current dialog has three tabs:

• Create for information you already have.
• Bulk Upload to choose an import source.
• Skip Trace when you have an owner’s address and want to look up contact information before creating a record.

Create one contact directly

1. Open Contacts and select Add Contact.
2. Keep the Create tab selected.
3. Enter the required Name. Add a phone number, email address, property address, mailing address, or available custom fields when you have them.
4. Use the + controls to add another phone number or email address. Choose the phone’s type when entering one.
5. Select Create Contact. On success, Goliath confirms the contact was created and closes the dialog.

You can create a name-only contact. Add contact methods and other details later from the contact record when they become available.

Start an import or a skip trace instead

Choose Bulk Upload when the contacts are in a file or a public Google Sheets spreadsheet. The current choices are Spreadsheet File for .csv, .xls, or .xlsx files and Google Sheets for a public spreadsheet link. Selecting a source starts the import flow; follow Upload Contacts for the mapping and review steps.

Choose Skip Trace when you know an owner’s address. The form requires Line 1 plus either a ZIP code or both city and state before Skip Trace becomes available. The UI shows the credit requirement before you run the lookup. Review returned information before using Use & Create Contact; running the trace can consume credits.

Related guides

• Upload Contacts
• Contact Enrichment
• Managing Contacts