Contacts

Contacts are the people you sell to and support. Every lead, quote, proposal, and ticket can link back to a contact record.

Contact list

Open Contact Management from the sidebar. Search by name, email, or company. Filters and column layouts help you find records quickly.

Add or edit a contact

1. Click Create Contact (if you have permission).
2. Enter name, email, phone, and company details.
3. Fill any extra fields your organization configured.
4. Save. You can open the contact later to view related leads and activity.

Contact profile

The contact view shows demographics, history, and related records. Use it before you create a lead or send a quote so you are working with the right person.

Who can do what

Viewing, creating, editing, and deleting contacts are separate permissions. If a button is missing, ask an administrator to update your role under Roles & Permissions.