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.

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.
  2. Click New and fill in the fields.
  3. Click Save or Save and Exit to apply the changes. 

Customer Contact form fields 

FieldMandatoryDescription
First nameYSpecify the contact's first name.
Last nameYSpecify the contact's last name.
Middle nameNSpecify the contact's middle name.
BirthdayNSpecify the contact's birthday date.
Do not send emailsNSelect the checkbox if the contact does not want to receive emails.
Do not callNSelect the checkbox if the contact does not want to receive phone calls.
Is userNSelect the checkbox if there is an account in the system for this contact.
UserY

Specify the account of this contact in the system.

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


Contact preferencesN

Specify the preferred connection method of this contact. Available options:

  • Any
  • Work phone
  • Mobile phone
  • Email
NotesNSpecify additional information.
Working data tab
CompanyNSpecify the company of this contact.
ManagerNSpecify the manager of this contact.
Job titleNSpecify the job title of this contact.
CertificateNSpecify the certificate of this contact.
TimezoneNSpecify the timezone of this contact.
LanguageNSpecify the language used by the contact.
Contacts tab
Mobile phoneNSpecify personal phone number of the contact.
Mobile phone 2NSpecify second personal phone number of the contact.
Work phoneNSpecify work phone number of the contact.
EmailNSpecify email of the contact.
Email 2NSpecify second email of the contact.
Other contactsNSpecify 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.