Contacts

A contact is a person associated with a company. 

For a simplified breakdown about the CRM module, view our help article Overview of CRM.

Contact persons page key functions

 

View or edit an existing contact.

 

Add a new company & contact.

Learn more in the section below.

 

Add a new contact person to an existing company.

Create a new company & contact

On the Contact persons page, click +Add company & contact. This takes you to the Company entry page. To get started:

Hover to highlight

1.

 

Select the company type. You can add, remove, or edit these default company types via the settings page.

2.

 

Enter the first & last name of the contact person and any company details they're associated with.
If the contact person isn't associated with a company, enter their name in the Company name field.