--- title: Add New Contact - Broker Overview description: Add New Contact - Broker Overview --- [Skip to content](https://support.dealius.com/knowledgebase/add-new-contact-broker-overview#main-content) [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) [![Screenshot 2025-01-09 at 6.32.09 PM](https://support.dealius.com/hs-fs/hubfs/Screenshot%202025-01-09%20at%206.32.09%20PM.png?width=192&height=61&name=Screenshot%202025-01-09%20at%206.32.09%20PM.png)](https://dealius.com/) Open main navigation Close main navigation - [Submit a Support Request](https://support.dealius.com/knowledgebase/kb-tickets/new) - [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new) [Contact us](https://support.dealius.com/knowledgebase/kb-tickets/new?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Dealius Knowledge Base](https://support.dealius.com/knowledgebase?hsLang=en-us) 2. [People](https://support.dealius.com/knowledgebase/people?hsLang=en-us) 3. [People Videos & Tutorials](https://support.dealius.com/knowledgebase/people?hsLang=en-us#people-videos-tutorials) # Add New Contact - Broker Overview 00:04: Hello and welcome to your daily list. Add contact overview video. 00:07: If you're a broker, then this video is for you. 00:11: Navigate to your people Tab and click on the add new Option, under 00:15: contacts to add a new contact record. 00:18: From here, there will be three required Fields. 00:21: But, please start, by choosing the type of contact at the top. 00:23: You can multi-select in this list, but just keep in mind, that once 00:28: it's been set, you're not able to go back in and remove the initial type. 00:32: So in my case, let's go ahead and set up a client and Prospect Under 00:43: company name which is the third required field. 00:45: There may be an option for you to choose an existing company that you are already working 00:49: with. If that's not the case in that company doesn't exist already. 00:53: You can simply type in a new company name. 00:59: And tab through. Once you click save on the contact record, a new company 01:04: is created as well. Don't forget to set up your permissions as this 01:08: is where you can set up. The only me option, meaning that contacts only sitting with 01:12: you. Your office. If you have multiple Brokers, you share within your office 01:16: or subset. Entire company or even select people if 01:20: you're in a team scenario and you want to share with specific individuals. 01:25: Once you've set up those fields, you can simply click save. 01:28: Thank you. 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