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You can

add

create 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

displayed in the list interface.

Tip

Role required: crm_marketeer, crm_admin, crm_sales, crm_manager.

To create a customer contact, complete the steps below:

  1. Navigate to CRM → Sales → Customer
Contacts
  1. contacts.
  2. Click New and fill in the fields.
  3. Click Save or Save and
Exit
  1. exit to apply the changes. 

Customer Contact form fields 

FieldMandatoryDescription
First name
Yes
YSpecify the contact's first name.
Last name
Yes
YSpecify the contact's last name.
Middle name
No
NSpecify the contact's middle name.
Birthday
No
NSpecify the contact's birthday date.
Do not send emails
No
NSelect the checkbox if the contact
dooes
does not want to receive emails.
Do not call
No
NSelect the checkbox if the contact
dooes
does not want to receive phone calls.
Is user
No
NSelect the checkbox if there is an account in the system for this contact.
User
Yes
Y

Specify the account of this contact in the system.

Info

The field is only available if the Is user checkbox is selected.


Contact preferences
No
N
Select

Specify the preferred

ocnnection

connection method of this

contract

contact. Available options:

  • Any
  • Work
Phone
  • phone
  • Mobile
Phone
  • phone
  • Email
Notes
No
N
Specify additional information, if necessary
Add detailed information about the contact.
Working data tab
Company
No
NSpecify the company of this contact.
Manager
No
NSpecify the manager of this contact.
Job title
No
NSpecify the job title of this contact.
Certificate
No
NSpecify the certificate of this contact.
Timezone
No
NSpecify the timezone of this contact.
Language
No
NSpecify the language used by the contact.
Contacts tab
Mobile
Phone
phone
No
NSpecify the personal phone number of the contact.
Mobile
Phone
phone 2
No
NSpecify the second personal phone number of the contact.
Work
Phone
phone
No
NSpecify the work phone number of the contact.
Email
No
NSpecify the email of the contact.
Email 2
No
NSpecify the second email of the contact.
Other contacts
No
NSpecify the additional
means
ways of communication with the contact.

The  Activity feed widget is present on the form. Commenting is available for the roles form contains the Activity Feed widget. Only users with the crm_marketeer, crm_admin, crm_sales, crm_managermanager roles can leave comments there.

The record contains the following related lists are located under the form:

Proceed Navigate to CRM → Sales → Customer Contactscontacts to see previously created customer contacts. Open the Customer Contact form record 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 will is not be automatically assigned with 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_managermanager roles.

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