Contacts & Accounts

Contacts

What is a Contact?

A Contact is a person you do business with — a customer, buyer, patient, or student depending on your industry. Contacts are typically created when a Lead converts.

Creating Contacts

From Lead Conversion:

1. Open a qualified lead → Click Convert
2. A Contact is auto-created with all lead information carried forward
3. Communication history transfers to the new contact

Manual Creation:

1. Go to Contacts → Click + New Contact
2. Fill in: First Name, Last Name, Email, Phone
3. Link to an Account (company) if applicable
4. Assign an owner

CSV Import:

1. Contacts → Import → Download template
2. Fill in data → Upload → Map columns → Import

Contact Fields

Field	Description
First Name / Last Name	Contact's full name
Email	Primary email
Phone / Mobile	Contact numbers
Job Title	Role at their company
Department	Their department
Account	Linked company/organization
Contact Owner	Assigned CRM user
Contact Status	Active, Inactive, Prospect, Customer, Partner
Lead Source	Original source of the contact
Address	Mailing address
Social	LinkedIn, Twitter, Instagram

Contact Actions

• Call — Click-to-call
• WhatsApp — Open chat
• Email — Send email
• Create Deal — Start a new deal with this contact
• Create Invoice — Bill this contact
• Log Activity — Record calls, meetings, notes
• View Timeline — Complete interaction history

Contact 360° View

The contact detail page shows:

• Profile information and photo
• All linked deals and their status
• Communication history (calls, emails, WhatsApp)
• Activities and tasks
• Invoices and payments
• Notes and documents
• Custom field values

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Accounts

What is an Account?

An Account represents a company or organization. Multiple contacts can belong to one account.

Creating Accounts

From Lead Conversion:

• When converting a lead, the company name becomes an Account

Manual Creation:

1. Go to Accounts → Click + New Account
2. Fill in: Account Name, Phone, Website, Industry
3. Assign an owner

Account Fields

Field	Description
Account Name	Company/organization name
Phone	Main business phone
Website	Company website
Industry	Business sector
Account Type	Customer, Prospect, Partner, Vendor, etc.
Account Owner	Assigned CRM user
Annual Revenue	Company revenue (for segmentation)
Employees	Company size
Rating	Hot, Warm, Cold
Billing Address	For invoicing
Shipping Address	For deliveries

Account 360° View

• All contacts at this company
• All deals (open and closed)
• Revenue from this account
• Communication history across all contacts
• Invoices and payment history
• Activities and notes

Account Hierarchy

For enterprise clients with parent/subsidiary structure:

• Set a Parent Account on child accounts
• View the org chart from the parent account
• Roll-up revenue across subsidiaries

Filtering & Search

Both Contacts and Accounts support:

• Quick Filters — My Contacts, Active, Prospects, This Week
• Advanced Filters — Field + Condition + Value combinations
• Saved Filters — Save and reuse custom filter sets
• Search — Full-text search across name, email, phone, company

Bulk Actions

Select multiple records for:

• Mass Transfer — Reassign owner
• Mass Update — Change status, tags, or fields
• Mass Email — Send to all selected
• Mass WhatsApp — Send template messages
• Export — Download as CSV
• Delete — Remove selected records