# Goldilocks CRM Contacts

### **Goldilocks CRM Contacts Dashboard**

**[![Screenshot 2026-05-14 143039.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-143039.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-143039.png)**

The Contacts page is your central directory for organizing and managing all individual relationships within your workspace. This page provides a high-level summary of your database through five metric cards:

- Total Contacts: Displays the absolute number of people in your CRM (e.g., 10).
- Active Contacts: Tracks the number of individuals currently engaged in active deals.
- With Email: Shows how many records include a primary email address.
- With Company: Displays the number of contacts associated with a specific business.
- Tagged: Indicates how many contacts have been categorized using custom tags.

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### How to Add a Contact

[![Screenshot 2026-05-14 143633.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-143633.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-143633.png)

[![Screenshot 2026-05-14 143706.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-143706.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-143706.png)

To manually enter a new individual into the system, click the brown + Add Contact button at the top right of the screen. This opens a detailed form where you can provide the following information:

- Basic Information: Enter the contact’s First Name, Last Name, Company, Position, Email, and Website.
- Contact & Billing: Store professional details like Phone and Mobile numbers, physical Addresses, and specific Billing Information for payments.
- Social & Custom Data: Add Social & External Links or populate specialized data in the Custom Fields section.
- Tags: Categorize the contact by selecting from preset options like Hot Lead, Customer, VIP, or Partner, or create your own unique tag.
- Notes: Add any additional context or background information in the text field.
- Finalize: Click the brown Add Contact button at the bottom of the form to save the record.

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### Generate Report

[![Screenshot 2026-05-14 143108.png](https://library.buildrunkit.com/uploads/images/gallery/2026-05/scaled-1680-/screenshot-2026-05-14-143108.png)](https://library.buildrunkit.com/uploads/images/gallery/2026-05/screenshot-2026-05-14-143108.png)

To export your contact data for external use, click the Generate Report link located next to the add contact button.

- Choose Export Format: A window will appear allowing you to select your preferred file format.
    
    
    - PDF: Best for printing and sharing official documents.
    - Excel: Best for deep data analysis and bulk editing.
- Preview or Generate: You can choose to Preview the report first or click Generate Report to immediately create the file.