> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myfundingmachine.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add an Applicant

> Create an applicant with required contact details and optional income and business information.

Open **Applicants** and click **Add Applicant** to create an applicant in your CRM.

1. Enter their first and last name, a valid **email address**, phone number, date of birth, and home address.
2. Optionally enter **Annual Personal Income** as a dollar amount before taxes. Leave it blank if unknown; enter `0` only if their income is zero.
3. If applicable, enter a **Company Name** to show the optional business fields:
   * **Company Average Monthly Revenue**: choose `$0-$9,999`, `$10,000 - $19,999`, `$20,000 - $49,999`, `$50,000 - $100,000`, or `$100,000+`.
   * **Time in Business**: choose `0 - 6 months`, `6 months - 2 years`, or `2 years +`.
4. Choose a **Pipeline Stage**, then click **Add Applicant**.

The revenue ranges and time-in-business choices match the application form. Income, company name, revenue, and time in business are optional when adding an applicant manually.

<Note>
  If the CRM identifies an existing contact as a duplicate, the new application is linked to that contact. The existing contact's details are preserved.
</Note>

See [Managing Client Applications](/operators/funding/applicants) for filtering and tracking applicants.


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