How To Add A Contact Or Organization To A Box

The Contacts feature offers a way to save contact information about the people you work with at the Box and Pipeline level. Once you add a Contact or Organization to a Box, you can edit their contact details, see other Boxes related to that Contact or Organization, and take action on the Contact Card. 

Creating A New Contact or Organization

  1. Navigate to the Box Details View
  2. Click on the Contacts and Organizations Section to expand your options
  3. Click the ADD link to activate the text field 
  4. Type a name, email address, or domain in the text field and press enter to save


Adding an Existing Contact

  1. Navigate to the Box Details View
  2. Click on the Contacts Section to expand your options
  3. Click the ADD link to activate the text field 
  4. Type a name or an email address in the text field 
  5. Select the matching Contact or Organization in the dropdown options. The green number will indicate how many other Boxes a Contact has been linked with. 

Copy / Paste into Contacts and Organization Columns

You can copy and paste an email to a Contact Column to create a Contact in your pipeline. Copy and paste also works across pipelines, too. Note that when adding a new Custom Contact/Organization Column, you can specify if the Column will accept just Contacts, just Organizations, or both. 




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