---
title: "How to Create a Person in Symbo"
description: "Add a new record with the create contact form."
url: https://help.symbo.ai/en/articles/7264698-how-to-create-a-person-in-symbo
collection: "People and Accounts"
updated: 2026-11-04
language: en
---

# How to Create a Person in Symbo

Add a new record with the create contact form.

* * *

## Step 1: Navigate to People Table

Click on the people icon located in the left Navigation Bar.

![Adding people to Symbo - people table](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_1756.png)

## Step 2: Add Person

Click on the "Add Person" button in the top right of the people page and then "New."

![Add people to Symbo - adding new person](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_4272.png)

## Step 3: Fill out information

When adding a contact the only required fields are First Name, Last Name, and an Email OR Phone Number.

![Adding people to Symbo - creating contact view](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_8807.png)

When adding a Lead the Company section will be an additional required field in order to save the lead.

![](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_9431.png)

## Step 4: Save

Click "Save"

**Note:** If you have "Auto Sync to CRM" enable, creating a Lead and/or Contact within Symbo will also create a record within your CRM.

## Conclusion:

That's it! That's how you add a person inside of Symbo. If you have any additional questions feel free to send us an email at [team@symbo.ai](mailto:team@symbo.ai) or start a chat with us by clicking on the "?" icon in the top right of your screen.

![Adding people to Symbo part 1 - Sending a message to support](https://staticfiles.gleap.io/helpcenter/67a91f5824cbf31f6517aa3c/20250210164344_1836.png)