Contacts

A contact is a person associated with a company. 

The Contacts page displays a list of all your contact persons. From this page, you can create a new contact person, view or edit an existing one, and manage all your contacts in one page.

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

On the Contact persons page, you can:

View or edit an existing opportunity

by clicking their name in blue.

Add a new company & contact.

Learn more about this in the sections below.

Add a new contact person to an existing company.

 

 

 

 

 

 

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

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.