BizCortex documentation

Add a contact by hand

Create a single contact with company, contact person, calling settings and the legal basis.

Use this form for single contacts you have at hand right now. Enter a name and a company; research starts automatically in the background once the contact exists. Open Contacts and click "New contact", or use the sidebar task "Add a contact".

Add a contact by hand
Screenshot of this screen

Who can use this

  • Owner
  • Administrator
  • Sales

Steps

  1. 1. Company

    Enter the company and, if you have it, the website. The website improves the research considerably.

  2. 2. Contact person

    Enter who should pick up the phone: contact person, phone and email. German phone formats are recognised. An invalid email shows "Not a valid email address."

  3. 3. Calling

    Choose the language (Account default, German or English) and the time zone. Language and time zone decide the voice, the AI disclosure and the permitted calling window. Leave the time zone on "Derive from the number" or pick Germany, Austria, Switzerland, UK, US East or US West.

  4. 4. Legal basis

    Optional when creating, but without it the system refuses the call. Choose the type and write the concrete reason. A counter shows how many more characters you need; the minimum is 20. If you leave it empty you can adopt a reason from the research later.

  5. 5. Find similar companies (optional)

    Tick "Search for similar companies and add them as leads" to search for companies in the same market. They are added as a group in the background.

  6. 6. Save

    Click "Create contact". You see "Contact created" and the research runs in the background.

Fields and options

Type of legal basis

"Presumed consent (B2B, §7(2)(1) UWG)", "Express consent (§7a UWG)" or "Existing customer".

Concrete reason

For example: "Met at IFAT 2026, expressed interest in voice automation at the stand." At least 20 characters.

Wording, time and source of the consent

Required only for express consent (§7a UWG). Sources: Trade fair, Web form, Phone, Email, Contract, Existing customer, Public source.

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