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Version: 1.0.0

Customer Contacts

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.

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.
  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.
UserYSpecify the account of this contact in the system.
The field is only available if the Is user checkbox is selected.
Contact preferencesNSpecify the preferred connection method of this contact. Available options:
  • Any
  • Work phone
  • Mobile phone
  • Email
NotesNAdd detailed information about 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.

The record contains the following related lists:

Navigate to CRM → Sales → Customer Contacts to see previously created customer contacts. Open the Customer Contact 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 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.