Person Contact

Contacts

Contacts hold detailed client information and are used when creating deals. You will see a list of all contacts, which includes basic customer information. Use the search bar to find a contact by name, phone number, or email.

How to work with contacts

Click the Create button to add a new contact.

The contact form comprises several sections for storing detailed client information, with a timeline displaying the connection to other CRM elements.

Add a new contact to CRM

By default, creating a contact only requires filling in the first name, but it’s advisable to include the last name to avoid confusion.

Modified: 22^nd Jul 2024 @ 12:07 pm