The process of maintaining and managing data about clients and leads is known as contact management. When a person or organization expresses interest in your product or service becomes a lead. When a lead purchases your product or service, he becomes a customer and is saved as a contact in your database. An individual or an organization can be a contact. Contact management can help you increase and extend your customer base in addition to offering easy access to customer data. Customers, vendors, subcontractors, and a variety of other types of people will need to be managed for a firm to run well. We can easily manage our contacts through Contacts Module. You will be able to see specifics about the contact’s scheduled meetings with you, as well as sales, subscription data, purchase details, vendor invoices, and more.
Opening the contacts module you can see different contacts with information such as the person’s name, address, and email address. In the List view, you may see information such as the Person’s Name, Phone number, Email address, Salesperson, Next Activity, City, Country, and Company name.
Creating new contacts
The Create button is used for creating new contacts. When you click the create button you will be directed to a new page.
You may manage your contacts in two distinct ways as Individual or Company. After choosing a company, you may fill in information such as the Name, Address, VAT, Phone number, Mobile number, Email address, Website name, and Tags.
If you choose an individual, you can fill in information such as the person’s name, company name, contact information, tax identification number, job position, phone number, mobile number, email address, website name, title, language, and tags.
Under the Contact & Addresses tab, when you click the Add button a new window appears to add the contact.
Select the appropriate options from the above options to create Contact, Invoice Address, Delivery Address, Other Address, and Private Address. Fill in the details and then click the Save & Close button or, if you have additional contacts to save, click the Save & New button.
Under the Sales & Purchase tab, it’s customary for salespeople to include the contract manager’s contact information. Payment Terms allow you to choose a different payment term than the default. From a sales order, select a delivery method. At the point of sale, barcodes can be used to identify products. Fiscal Position can assist you in determining which taxes and accounts were utilized in the contract. Additional details can also be added.
In the Accounting tab, Enter bank account numbers, as well as payable and receivable accounts.
Under the internal notes section, you can add the internal notes. This feature allows you to write comments that will not bother your followers.
You can add the partner’s details in the Partner assignment tab. Under the Membership tab, you can see the current status of the membership. You can buy a membership or if you want to be a free member the options are available to do so.
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