You can create potential customer contacts to connect them to the leads, opportunities and companies. By default, only active customer contacts are displayed in the list interface.
Role required:crm_marketeer,crm_admin,crm_sales,crm_manager.
To create a customer contact, complete the steps below:
Navigate to CRM → Sales → Customer contacts.
ClickNewand fill in the fields.
ClickSaveorSave and exitto apply the changes.
Customer Contactform fields
Field
Mandatory
Description
First name
Y
Specify the contact's first name.
Last name
Y
Specify the contact's last name.
Middle name
N
Specify the contact's middle name.
Birthday
N
Specify the contact's birthday date.
Do not send emails
N
Select the checkbox if the contact does not want to receive emails.
Do not call
N
Select the checkbox if the contact does not want to receive phone calls.
Is user
N
Select the checkbox if there is an account in the system for this contact.
User
Y
Specify the account of this contact in the system.
The field is only available if the Is user checkbox is selected.
Contact preferences
N
Specify the preferred connection method of this contact. Available options:
Any
Work phone
Mobile phone
Email
Notes
N
Add detailed information about the contact.
Working data tab
Company
N
Specify the company of this contact.
Manager
N
Specify the manager of this contact.
Job title
N
Specify the job title of this contact.
Certificate
N
Specify the certificate of this contact.
Timezone
N
Specify the timezone of this contact.
Language
N
Specify the language used by the contact.
Contacts tab
Mobile phone
N
Specify the personal phone number of the contact.
Mobile phone 2
N
Specify the second personal phone number of the contact.
Work phone
N
Specify the work phone number of the contact.
Email
N
Specify the email of the contact.
Email 2
N
Specify the second email of the contact.
Other contacts
N
Specify the additional ways of communication with the contact.
The form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_manager roles can leave comments there.
Navigate to CRM → Sales → Customer contacts to see previously created customer contacts. Open theCustomer Contactrecord to manage it. The actions available for the existing customer contacts:
Generate login – click to add an account for the contact. Specify the email. The newly created account is not automatically assigned with any roles in the system automatically.
Add to marketing list– click to add the contact to the marketing list. The action is only available for the crm_sales,crm_manager roles.
