Customer Contacts

You can create potential Customer Contacts (crm_customer_contact) 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.

Create a customer contact

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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

General

Field	Mandatory	Description
First name	Y	Specify the contact's first name.
Last name	Y	Specify the contact's last name.
Middle name	N	Specify the contact's middle name.
Birthday	N	Specify the contact's birthday date.
Do not send emails	N	Select the checkbox if the contact does not want to receive emails.
Do not call	N	Select the checkbox if the contact does not want to receive phone calls.
Is user	N	Select the checkbox if there is an account in the system for this contact.
User	Y	Specify the account of this contact in the system. The field is only available if the Is user checkbox is selected.
Contact preferences	N	Specify the preferred connection method of this contact. Available options: Any Work phone Mobile phone Email Telegram WhatsApp Viber
Notes	N	Add detailed information about the contact.

Working Data

Field	Mandatory	Description
Company	N	Specify the company of this contact.
Manager	N	Specify the manager of this contact.
Job title	N	Specify the job title of this contact.
Certificate	N	Specify the certificate of this contact.
Timezone	N	Specify the timezone of this contact.
Language	N	Specify the language used by the contact.

Contacts

Field	Mandatory	Description
Mobile phone	N	Specify the personal phone number of the contact.
Mobile phone 2	N	Specify the second personal phone number of the contact.
Work phone	N	Specify the work phone number of the contact.
Email	N	Specify the email of the contact.
Email 2	N	Specify the second email of the contact.
Other contacts	N	Specify the additional ways of communication with 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:

• Marketing Lists – the marketing lists that include the contact.
• Leads – the list of leads created for the contact.
• Actions – the list shows all actions (phone calls, meetings, emails) created for the contact.
• Phone Calls – the list of phone calls made regarding the contact.
• Meetings – the list of meetings created for the contact.
• Emails – the list of emails sent regarding the contact or received from it.

UI-actions available on the list interface:

Manage a customer contact

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

UI-actions available on the list interface:

• Add to marketing list – the action is available to admin, crm_admin, crm_sales, crm_manager, crm_marketeer in the row context menu. There are several ways to make a selection of records that need to be added to the marketing list:

  • Select the checkboxes next to the records to add those records to the marketing list
  • Filter the list to add the filtered records to the marketing list
  • Filter the list and select the checkboxes next to the required records among the filtered ones. Only the records with selected checkboxes will be added to the marketing list.
  • If you have not filtered the list and have not selected any records, all of the records from the list will be added to the marketing list.

  In the modal window that opens after clicking Add to marketing list, you will see the number of records to be added, and a field in which you can specify the marketing list to add the records. If you select inactive records, they will not be added. Click Add to add the selected records to the marketing list.

Open the Customer Contact record to manage it. The actions available for the existing customer contacts:

• Create account – click to add an employee account for the contact. This will allow the contact to log in to the portal. If you need the employee to be able to log in to the agent interface, grant them the corresponding roles. An email for password generation will be sent to the specified Email. The password must contain letters in both lower and upper cases, digits, and be at least eight symbols long.
• 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.
• Delete – the action is located in the burger menu on the form. Click the button to delete a contact. You can also delete contacts in bulk from the list interface. The action is available for the crm_admin role.