Using Contacts

1. Navigating to the Contacts Module

2. Creating a New Contact

To add a new contact:

  1. Click the "Create" Button:

    • In the Contacts module, click the + Create button at the top-right corner.
  2. Fill Out the Contact Details:

    • First Name and Last Name (Required): Enter the individual’s name.
    • Email Address: Add the primary email address for communication.
    • Phone Number: Include the main contact number.
    • Associated Account: Link the contact to an existing account for better organization.
    • Address: Enter the contact’s physical or mailing address, if applicable.
  3. Save the Contact:

    • Click the Save button to store the new contact.

3. Viewing and Editing Contacts

Accessing a Contact Record:
Editing Contact Information:

4. Linking Contacts to Accounts

Each contact should be associated with an account for better data organization and tracking. To link a contact to an account:

  1. Open the desired contact record.
  2. Locate the Account field in the record.
  3. Select an existing account or create a new one directly from the dropdown.
  4. Save the changes.

5. Tracking Interactions and Activities

The Contacts module allows you to log and monitor all interactions with individuals:

Adding Activities:
Viewing Interaction History:
Logging Notes:

6. Searching and Filtering Contacts

Quickly locate contacts using the search and filter options:

Search Bar:
Filters:

7. Deleting Contacts

Deleting a Contact:

8. Best Practices for Managing Contacts

By mastering the Contacts module, you can strengthen individual relationships, improve communication efficiency, and drive your business goals forward. For further assistance, contact our support team or explore the full CRM documentation.


Revision #2
Created 24 December 2024 06:04:53 by Admin
Updated 24 December 2024 06:10:37 by Admin