Creating a contact
Contacts are the individual people associated with your clients — the people Prospo addresses in emails, meeting invites, and documents. You can create contacts as part of the client creation flow, or add them independently at any time.
Creating a contact from the Contacts page
- Go to Contacts in the sidebar
- Click Add Contact
- Fill in the contact's details (see fields below)
- Optionally link the contact to a client before saving
- Click Save Contact
Fields
Required:
FieldNotes
First name
Cannot be purely numerical
Email address
Must be a valid email format
Optional:
FieldNotes
Last name
Phone number
Australian format (e.g. 0412 345 678 or +61412345678) or international
KYC and admin details
Click Show KYC & Admin Details to expand additional fields used for compliance and client profiling:
Field
Title
Mr, Mrs, Ms, Dr, Prof
Job title / role
Date of birth
Employment status
Annual income
Target retirement age
ID document type
e.g. Passport, Driver's Licence
These fields are optional and can be filled in or updated at any time.
Linking to a client during creation
When creating a standalone contact, you can optionally link them to a client in the same step. Choose either:
- New client — enter a client name and entity type to create a new client and link the contact to it simultaneously
- Link existing — search for and select an existing client, then choose the relationship type
This step is optional — you can skip it and link the contact to a client later.
Duplicate detection
If you enter an email address that already exists in your organisation, Prospo will alert you. You can choose to use the existing contact record or create a new one.
Importing contacts from external systems
If your organisation has connectors set up, you can import contacts in bulk from Monday.com, WorkSorted, AdviserLogic, Microsoft Outlook, Zoho CRM, or Intelliflo. Click Import Contacts on the Contacts page and follow the steps. See Importing contacts for full details.