Contact

Contact store essential details like phone numbers and addresses, facilitating further communication and engagement with leads and deals. You can have multiple contacts for the same Lead and Deal.

Create a Contact

• Go to the Contact tab and click on "Create"

• Fill in all the relevant information like Name, Email, Mobile No. and Address

• Click on Create

Once added, the Contact will be visible in the Contact list.

Contact created via Lead

When you get a new Lead, add its contact details like Name, Email, Mobile No. and Organization.

Once you convert a Lead to Deal, the contact information saved in the Lead will get created as a new Contact record.

You can also select an existing Organization or Contact when you convert a Lead to Deal as shown in the screenshot below.

Linking a Contact to a Deal

You can further link an existing Contact to a Deal via the "Add Contact" button in the Deal record.

Multiple contacts can be added to an existing Deal.