> ## Documentation Index
> Fetch the complete documentation index at: https://help.ruddr.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Contacts - Create and Edit

In order for a member to create contacts, the member's security role must include the **Administer all companies and opportunities** permission in [Security Roles](/workspace-administration/security-roles). To create a contact, access the Contacts list by clicking on **Pipeline** in the nav bar and then selecting the **Contacts** sub-menu option (Figure 1).

<img src="https://mintcdn.com/ruddr-help/fHENkD5UELysfdUC/images/contacts-create-and-edit-1.png?fit=max&auto=format&n=fHENkD5UELysfdUC&q=85&s=579299536ecbed11a96d498c1155d7a6" alt="" width="181" height="118" data-path="images/contacts-create-and-edit-1.png" />

Figure 1 - Select **Contacts** to View the Contact List

At the top of the list screen, there is **+** button (Figure 2). Click on this button to create a contact. This will prompt you (Figure 3) to enter the basic contact data.

<img src="https://mintcdn.com/ruddr-help/fHENkD5UELysfdUC/images/contacts-create-and-edit-2.png?fit=max&auto=format&n=fHENkD5UELysfdUC&q=85&s=5c2ea1e8ddc1ce1a57067f740e5afe76" alt="" width="58" height="56" data-path="images/contacts-create-and-edit-2.png" />

Figure 2 - Click this **+** Button at the Top of the Contacts List Screen to Create a New Contact

<img src="https://mintcdn.com/ruddr-help/fHENkD5UELysfdUC/images/contacts-create-and-edit-3.png?fit=max&auto=format&n=fHENkD5UELysfdUC&q=85&s=df24be2d4a6d4f4e9296267f511f79d9" alt="" width="668" height="386" data-path="images/contacts-create-and-edit-3.png" />

Figure 3 - Complete the Information on this Form to Create a New Contact

After completing the form, click the **Save** button to create the contact. You will then be taken to the [contact dashboard](/pipeline/contacts-create-and-edit#opportunity-dashboard), where you can edit the contact and view all activities related to the contact.

### Contact Dashboard

The contact dashboard (Figure 4) presents information about the contact as well as any related pipeline activity for that contact.

<img src="https://mintcdn.com/ruddr-help/fHENkD5UELysfdUC/images/contacts-create-and-edit-4.png?fit=max&auto=format&n=fHENkD5UELysfdUC&q=85&s=deb72a02850a2585dd67e6a5492b9ea8" alt="" width="1184" height="658" data-path="images/contacts-create-and-edit-4.png" />

Figure 4 - View Related Activity Information and Contact Detail Information on the Contact Dashboard

### Editing a Contact

Once a contact has been created, you can edit the contact by clicking the edit pencil icon at the top right of the contact dashboard (Figure 4). This will open the **Edit Contact** drawer (Figure 5), where you can provide the following information about the contact.

* **First Name** - The first name of the contact.
* **Last Name** - The last name of the contact.
* **Full Name** - Ruddr will display the full name of the contact based on the values entered for first name and last name. Note that this field is disabled and read-only.
* **Email Address** - The email address of the contact. Note that each contact must have a unique email address. If you attempt to create / save a contact with an email address that is in use by another contact in Ruddr, you will receive an error and will be unable to create / save the contact.
* **Owner** - The workspace member who is responsible for the contact relationship.
* **Time Zone** - Specify the time zone in which the contact is located.
* **Title** - The contact's job title.
* **Description**- Any information about the contact that would be helpful for those viewing the contact.
* **Office Phone** - The business phone number of the contact.
* **Mobile Phone** - The mobile phone number of the contact.
* **Fax** - The fax phone number of the contact.
* **Website URL** - The website you wish to associate with the contact. This could be a URL to their LinkedIn profile, to their company's website, etc.

<img src="https://mintcdn.com/ruddr-help/fHENkD5UELysfdUC/images/contacts-create-and-edit-5.png?fit=max&auto=format&n=fHENkD5UELysfdUC&q=85&s=3999d0f7d79c50449fb7ddc93eb6c2b1" alt="" width="580" height="966" data-path="images/contacts-create-and-edit-5.png" />

Figure 5 - Edit Contact Information via the Edit Contact Drawer

Click on **Save & Close** at the bottom of the drawer to save the changes that you have made to the contact.
