---
title: Adding a New Contact Person in a Contact profile (Broker)
description: Pallet Connect
---

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1. [Pallet Connect](https://support.palletconnect.com/knowledge-base?hsLang=en)
2. [Brokerage](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en)
3. [Brokerage Profile](https://support.palletconnect.com/knowledge-base/brokerage?hsLang=en#brokerage-profile)

# Adding a New Contact Person in a Contact profile (Broker)

1\. Various contact names can be added to a company's profile. This allows for different emails and telephone numbers to be added. Email communication can then also be filtered to separate contact people or departments within a company.

**TIP!** SHORTCUT: Type the Broker name into the global search, located in the top right of each page, to bypass steps 2 - 4.

 

2\. Navigate to the main menu. Click "Brokerage"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-17-9345-PM.png)

 

3\. Click "Manage Brokers"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-24-2826-PM.png)

 

4\. Click on the selected Broker name from the list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-29-6761-PM.png)

 

5\. Click the "Contact People" tab

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-34-7846-PM.png)

 

6\. Click "Add New Contact"

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-39-9191-PM.png)

 

7\. Click this dropdown to assign a category to the contact.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-43-9748-PM.png)

 

8\. Click the "Name" field to add the name of the contact.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-49-1775-PM.png)

 

9\. Click the "Email" field to add the email address.

**TIP! :** Email filters can be applied using the toggle buttons. The contact can be sent only automatic emails, only manual emails or both.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-53-7685-PM.png)

 

10\. Click here to determine which category of email will be sent to this email address.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-32-59-4725-PM.png)

 

11\. Click on the selected email type to be sent.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-04-0730-PM.png)

 

12\. Click the "Telephone 1" field to add the primary telephone number. A secondary number can also be added.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-09-7359-PM.png)

 

13\. Click the "Notes" field to add additional information.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-14-8393-PM.png)

 

14\. Click here to save the contact.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-19-7741-PM.png)

 

15\. Click "Save" and then "x" to return to the Manage Brokers list.

![](https://support.palletconnect.com/hubfs/Knowledge%20Base%20Import/File-May-08-2025-04-33-24-9435-PM.png)

 

 

 

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