In addition to managing your relationships with legislators, bills, and committees, you can create contacts for people and organizations outside of FiscalNote and outside of legislative bodies that you interact with to push your policy initiatives forward. This means that your coalition members, contract lobbyists, and staffers can be added to the platform for record-keeping and relationship management.
How to add an individual or organization contact:
- Go to Contacts on the left-hand panel and select either people or organization
- Click the green "Create Individual Contact" or "Create Organization Contact" button.
- Fill in the fields and save your contact by clicking "Create" at the bottom.
Please note: You can link your created contacts (individuals and organizations) to Actions on your bills, legislators, and committees.
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