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Contacts

CRM Contacts​

The Contacts module allows users to manage and maintain all customer or client contact information within the CRM system.

Managing Contacts​

  1. Click the Contacts menu to view the list of all contacts.

  2. The contact list is displayed with default filters such as Contact Type, Contact Status, and Contact Stage.

CRM - All Contacts

  1. To add a new contact, click the “+” icon located in the top-right corner.

  2. This opens a form to enter the contact details.

CRM - Add Contact

  1. After filling in the required fields, you can:

    • Save the contact information

    • Save and Send via WhatsApp

    • Cancel the process

    • Reset the form data

  2. Upon successful submission, a success message will appear on the listing page.

  3. If an error occurs while saving, an error message will be displayed on the screen.

Contact Profile​

The Contact Profile page provides detailed information about a selected contact and allows managing related activities, communications, and records.

CRM - Contact Profile

Accessing the Contact Profile​

  1. Click on the contact name from the list to open the Contact Detail Profile page.

  2. The profile page is divided into three main sections for better organization.

Left Panel​

Displays the complete contact details with an editable option to update or modify the information.

Middle Panel​

Contains multiple tabs to manage the activities and interactions related to the contact:

Overview: Displays overall and completed activities of the contact.

History: Shows the complete history and timeline of interactions.

Tickets: Allows management of tickets linked with the contact.

Notes: Used to create and manage notes related to the contact.

Tasks: Enables management of tasks associated with the contact.

Logs: Maintains records of call logs and meeting logs.

Deals & Quotes: Used to manage deals and quotations associated with the contact.

WhatsApp: Allows sending WhatsApp messages directly from the system.

Email: Enables managing and sending emails to the selected contact.

Attachments: Allows uploading and managing files such as images, documents, videos, or audio related to the contact.

Right Panel​

Includes the following tabs for quick access:

Comments: Used to post and manage comments or discussions about the contact.

Summary: Provides a summarized view of the contact’s overall information and activities.

Details: Displays additional company-related details and business card information.