Contacts

Managing people and relationships

Contacts are individual people you interact with in your business. They can be linked to accounts or exist independently for personal clients or leads.

Contact Information

Store comprehensive details for each contact:

• Name & Title - Full name and job title
• Contact Details - Email and phone number
• Account Association - Link to their company
• Notes - Important details and conversation history

Contact Types

Categorize contacts based on your relationship:

• Lead - Potential new business
• Prospect - Qualified potential customer
• Customer - Active paying client
• Partner - Business partner or collaborator
• Vendor - Supplier or service provider

Priority Levels

Assign priority levels (Low, Medium, High, Urgent) to contacts to help your team focus on the most important relationships.