Create a Contact from Lead Data in the Web App

Use Create Contact when a Lead Data record is ready for ongoing CRM work. Brixi opens a contact form with available details from the record so you can review them before creating the contact.

Entry pointBrixi web app → CRM → Lead Data → My Queue → a record → Create Contact

Who Can Do This

In the current web call workspace, admins and super admins can use this action. Your workspace may use a different name for contacts; the button follows that name.

Create the Contact

1. Open CRM → Lead Data → My Queue and select the record. In a focused role sidebar, Lead Data may appear directly.
2. Review its details and Call history in the call workspace.
3. Select Create Contact. If the record is already linked to a contact, the action reads Open Contact; use that instead of making a duplicate.
4. In Create Contact from Lead Data, review the prefilled fields and assignment. Complete required information and correct anything that needs updating.
5. Select Create Contact in the form. Brixi should confirm the conversion. Reopen the Lead Data record to use Open Contact and continue CRM work.

Common Issues

Issue	What to check
The form cannot prepare the contact	Select Retry. If it fails again, reload the Lead Data record.
A field is missing or incorrect	Review the source record and edit the field in the contact form before saving.
The form will not save	Complete required fields and check for an existing contact with the same details.
Open Contact appears instead	The Lead Data record already has a linked contact. Open it rather than creating another one.

Contact Brixi support if the form repeatedly fails to load, or if creation succeeds but the record does not link to the new contact. Include the record name and the error message.