Adding New Contacts
Create and manage customer and supplier profiles
Types of Contacts
HoroClick helps you manage all the people in your watch business ecosystem. Understanding the different types of contacts helps you organize and track relationships effectively.
People who buy watches from you
Tracked for lifetime value
Purchase history maintained
Aftercare events generated
People who sell watches to you
Track purchase history
Monitor supplier performance
Relationship management
VIP Contacts
High-value customers or suppliers
Highlighted throughout the system
Priority treatment indicators
Special attention in analytics
Staff Members
Your employees and team members
Performance tracking enabled
Sales attribution
KPI monitoring
How to Add Contacts
Manual Addition
Click "Add Person" from the dashboard or People page
Enter the person's full name (required)
Add contact information (email, phone, address)
Include company information if applicable
Set VIP or Staff status if appropriate
Add any relevant notes
Save the contact
Automatic Creation
During Sales Process
When marking a watch as sold
Enter new customer name in "Sold To" field
HoroClick automatically creates the contact
You can edit details later in People section
During Sourcing
When creating source tasks
Enter new client name
Contact is created automatically
Linked to the sourcing request
Contact Information Fields
Required Information
Person's complete name
Only the name is required - all other fields are optional
Optional Information
For communication
Contact number
Physical location
Business affiliation
Social Media:
Instagram, etc.
Date of Birth:
For birthday tracking
Special Contact Types
Highlighted with crown icon
Special color coding in lists
Priority in analytics
Easy identification across system
High-value customers, important suppliers, key relationships
Staff Status
Enables performance tracking
Available in sales attribution
Included in staff analytics
KPI calculations
Employees, sales team, business partners
Custom Tags System
Create custom tags to organize your contacts beyond the standard VIP and Staff categories:
Creating Custom Tags
Go to People page
Click "Manage Tags" button
Click "Add Tag"
Enter tag name
Choose icon and color
Save changes
Tag Examples
"Rolex Collector" - Brand preferences
"High Volume" - Purchase frequency
"Local Client" - Geographic organization
"Wholesale" - Business type
"Referral Source" - Lead generation
Contact Information Best Practices
Essential Information
Use complete, formal names
Primary Email:
Best contact method
Phone Number:
Include country code
Additional Details
For shipping and records
Instagram handles, etc.
For relationship building
Preferences, history, context
Automatic Contact Creation
HoroClick automatically creates contacts in several scenarios to streamline your workflow:
During Sales
When you enter a new name in "Sold To"
Contact is created with basic information
Transaction is automatically linked
You can add details later
When creating source tasks for new clients
Client contact is automatically created
Helps track client relationships
During Bulk Import
Names in "purchasedFrom" and "soldTo" fields
Contacts created for all unique names
Staff members marked automatically
Relationships preserved
Managing Existing Contacts
Editing Contacts
Click on any contact in the People list
View full contact details and history
Click "Edit Person" to modify
Update any information as needed
Deleting Contacts
Open contact details
Click "Delete" button
Confirm deletion
This cannot be undone
Automatic Transaction Tracking
HoroClick automatically tracks all transactions associated with each contact:
What's Tracked Automatically
Purchases from you:
Watches they've bought
Sales to you:
Watches they've sold to you
Pieces they've consigned
Total values:
Lifetime transaction amounts
Transaction dates:
Complete history timeline
Last contact:
Most recent transaction
Published 2026-08-29