Contacts Manager Setup

Overview

The Contacts Manager is a lightweight CRM tool designed to help you manage and track interactions with your contacts efficiently. It provides quick access to contact information and a centralized view of all related activities.

Contacts Manager Sections

The Contacts Manager is organized into the following sections. Click each title to access the dedicated documentation:

 

Contacts

View, create, and manage individual contact records

Lists

Organize contacts into customizable groups for segmentation
and targeted actions

Companies

Associate contacts with companies

Global Custom Fields

Define and manage custom fields to capture additional contact information applicable across the platform.

Contact item types

Categorize and classify different types of additional phones