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About Contacts

Just like the Companies module, the Contacts module is at the heart of everything CRM does – contacts can be your prospects, leads customers or suppliers. Every quote, order, invoice, payment, project, product etc. that you create in CRM can be linked back to a Contact record.

From the module, you can quickly create a range of Activities, undertake numerous actions and view your contact records in a number of different ways (e.g. Map, Kanban or Duplicates View).

Toolbar & view options in the Contacts module

 

 

From an open contact record, you can quickly view related records from throughout the system by navigating through the tabs.

You can navigate through the tabs on a Contact record to view related records

 

 

 

 

 

 

Help Articles

The following articles provide further information about the features and functions of the module:

Videos

You can also see our videos on the following topics:

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