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Contacts form an integral part of any Sales agent’s day-to-day business interactions. They store various everlasting information related to the contact right from their mobile number, alternate phone number, email address, twitter account, facebook account, etc.
  • Contact can be a member of a Company.
  • Contacts can be your Lead, Enquiries which can be categorized under contacts.
  • **Contact can have multiple deals open in the system at a particular point in time.
  • ** Contacts can be added to the system by various methods:**Contacts **> New ( Contact Listing Page )
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  • **Company **> Add Associated Contact ( Add a Company Popup )
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  • **Activity **> Contact > Create New Contact ( Quick create a Contact )
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  • **Deal **> Contact > Create New Contact ( Quick create a Contact )
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  • **Quick Add **Screen Shot 2024-03-06 at 12.09.41 PM.png
**Tip:**Contact can also be created by the shortcut key combination (ci). Whereas, a company can be created by the shortcut key (cc).