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You can add potential customer contacts to the list in the agent interface to connect them to the leads, opportunities and companies. By default, only active customer contacts are visible in the list interface.
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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.
- Click New and fill in the fields.
- Click Save or Save and Exit to apply the changes.
Customer Contact form fields
| Field | Mandatory | Description | ||
|---|---|---|---|---|
| First name | YesY | Specify the contact's first name. | ||
| Last name | YesY | Specify the contact's last name. | ||
| Middle name | NoN | Specify the contact's middle name. | ||
| Birthday | NoN | Specify the contact's birthday date. | ||
| Do not send emails | NoN | Select the checkbox if the contact does not want to receive emails. | ||
| Do not call | NoN | Select the checkbox if the contact does not want to receive phone calls. | ||
| Is user | NoN | Select the checkbox if there is an account in the system for this contact. | ||
| User | YesY | Specify the account of this contact in the system.
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| Contact preferences | NoN | Specify the preferred connection method of this contact. Available options:
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| Notes | NoN | Specify additional information. | ||
| Working data tab | ||||
| Company | NoN | Specify the company of this contact. | ||
| Manager | NoN | Specify the manager of this contact. | ||
| Job title | NoN | Specify the job title of this contact. | ||
| Certificate | NoN | Specify the certificate of this contact. | ||
| Timezone | NoN | Specify the timezone of this contact. | ||
| Language | NoN | Specify the language used by the contact. | ||
| Contacts tab | ||||
| Mobile phone | NoN | Specify personal phone number of the contact. | ||
| Mobile phone 2 | NoN | Specify second personal phone number of the contact. | ||
| Work phone | NoN | Specify work phone number of the contact. | ||
| NoN | Specify email of the contact. | |||
| Email 2 | NoN | Specify second email of the contact. | ||
| Other contacts | NoN | Specify additional means of communication with the contact. | ||
The Activity feed widget is present on the form. Commenting is available for the roles crm_marketeer, crm_admin, crm_sales, crm_manager.
The following related lists are located under the form:
Proceed to CRM → Sales → Customer contacts to see previously created customer contacts. Open the Customer Contact form 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 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 roles crm_sales, crm_manager.
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