Please watch this short video to know how to manage Contacts in Contacts module

A contact is an individual such as an employee of a company or an independent sales rep, who is a valid sales lead; a lead that has been evaluated and assessed for a possible sales opportunity. You can associate a contact with any record such as an Account, Opportunity, or Mass Email.

 

Three demo screenshots on the right side illustrate how to manage Contacts in CRM module.

 

Contacts module contains individuals with whom your organization has an established relationship. Contact records are typically related to an account record, and multiple contacts may be associated with a single account. Each contact record may then relate to other records such as meetings, cases, opportunities, and many others, making the contact record a hub for viewing and continuing your interaction with the individual.

 

Major Features.

Keep your Contact records up to date.

Easily create a new Contact by cloning existing data.

View change log of a Contact.

Other Features Highlight

Manage contacts for Accounts.

Contacts can be imported from Vcard.

Creat Mass Email distribution list using stored Contacts.