Contacts form an integral part of any Sales agent's day-to-day business interactions. They store various everlasting information related to the contact right from their mobile number, alternate phone number, email address, twitter account, facebook account, etc.
- Contact can be a member of a Company.
- Contacts can be your Lead, Enquiries which can be categorized under contacts.
- Contact can have multiple deals open in the system at a particular point in time.
Contacts can be added to the system by various methods:
- Contacts > Add Contact ( Contact Listing Page )
- Company > Add Associated Contact ( Add a Company Popup )
- Activity > Contact > Create New Contact ( Quick create a Contact )
- Deal > Contact > Create New Contact ( Quick create a Contact )
- Quick Add
Tip: Contact can also be created by the shortcut key combination (ci). Whereas, a company can be created by the shortcut key (cc).
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