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 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.

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Multiple contacts can be added to an existing Deal.

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