Add a contact record to your Kato CRM, the individual person you deal with at a client or target company, with the information and preferences needed for compliant, effective communication.

Contacts drive day-to-day relationship management: who you email, who you book viewings with, who owns the occupier requirement. A well-captured contact record includes GDPR preferences (critical for marketing), role at company, and notes that travel with the person across deals and years.

Contacts always belong to a company. You can create a contact directly from CRM, from a company record, or on the fly when creating a requirement, disposal, or viewing.

1. Start a new contact

From CRM → Contacts → Create New. Or from an open company record, click + Add Contact.

2. Link to a company

Search for the company and link. If the company doesn't exist, create it on the fly, but prefer creating the company record properly first.

3. Fill core details

4. Set GDPR preferences

These drive whether the contact can be included in marketing campaigns, society circulations, and bulk email lists.

5. Add to marketing lists and tags

Add the contact to any relevant marketing lists (e.g. "Legal occupier watchlist", "London landlords newsletter") and apply tags as needed.

6. Save

Save. The contact appears on the company's record and in the global Contacts list.

The contact is linked to their company, has at least one contact channel, GDPR preferences are set, and they appear in your Contacts list.