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Evergrowth Documentation

Create a single account or contact manually

When you need just one record rather than a list, you can add a single account or a single contact by hand. This is the fastest way to get a new company or person into your workspace without preparing a file. For loading many records at once, use a file import instead.

The Accounts and Contacts areas open from the left navigation. You need an account that has the right to create records; a view-only account can browse Accounts and Contacts but will not see the create options.

Add a single account

Section titled “Add a single account”
  1. Open Accounts from the left navigation.
  2. Select Add New in the top right, then choose Single account. The Create new Account window opens.
  3. Fill in the fields:
    • Name - the company name. This is the only required field.
    • Domain - the company website. Optional, but adding it now helps the workspace match and enrich the account and avoids creating a near-duplicate later.
    • Tags - optional labels you can use to group and filter accounts. Pick from existing tags or type a new one to create it.
    • Workflow - the workflow to run on this account once it is created. It defaults to your company’s standard single-account workflow; choose a different one, or select None to skip running anything. The Default workflows settings link lets you change which workflow is used by default. See Workflows for what a workflow does.
  4. Under If an account already exists, choose how to handle a match on the same company. The workspace looks for an existing account with the same name, using the domain as well when you provide one:
    • Skip it (Do not update existing account information) - keep the existing account untouched.
    • Update existing account information - apply your new details to the existing account.
    • Create a new duplicate account - add a second account even though one already exists.
  5. Turn on Add to Do Not Touch (DNT) if you do not want to work this account right now. Records on the Do Not Touch list can be filtered out so they stay out of your actions. See Do Not Touch.
  6. Select Create. Choose Close to cancel without saving.

Add a single contact

Section titled “Add a single contact”

The contact form leads with a LinkedIn link, so the workspace can read the person’s name, title, and company from their profile rather than asking you to type each one.

  1. Open Contacts from the left navigation.
  2. Select Add new in the top right, then choose Single contact. The Create new Contact window opens.
  3. In LinkedIn URL, paste the link to the person’s LinkedIn profile.
  4. Set the supporting fields:
    • Tags - optional labels for grouping and filtering contacts. Pick an existing tag or type a new one.
    • Workflow - the workflow to run on the contact once it is created. It defaults to your company’s standard single-contact workflow; pick another, or select None to skip. The Default workflows settings link changes the default.
    • If an contact already exists - choose Skip it (Do not update existing contact information), Update existing contact information, or Create a new duplicate contact, just like the account form.
    • Add to Do Not Touch (DNT) - turn on to keep the contact out of your actions for now.
  5. Select Create. Choose Close to cancel.

If the workspace cannot read the profile from the link, the form switches to manual entry and asks you to supply the details yourself. In that case fill in First name, Last name, Account name, and Domain, then select Create again.

The window footer also has an Adding contacts from LinkedIn? note pointing to the browser extension, which lets you add contacts straight from a LinkedIn page without copying the link by hand.

What happens next

Section titled “What happens next”

After you select Create, the workspace confirms with a short message - Account created or Contact created - and the new record appears in the Accounts or Contacts list. New contacts attach to the account named on their profile; if that account does not exist yet, it is created alongside the contact.

If you left a workflow selected, that workflow starts on the new record, and its results fill in over the next little while rather than instantly. Open the record’s detail page to watch the fields populate. If you chose None, the record is simply added with the details you entered.

Section titled “Related”