Contact is the central entity that every other object groups around: opportunities, invoices, tasks, meetings, calls. The contact card shows the full history of your interaction with that person or company.
Contact types
Every contact has exactly one type. Types are configured per workspace (Settings → Dictionaries → Contact Types). The defaults are customer, lead, partner and supplier. You can add your own.
Fields
The only required field is the name. Everything else is optional: email, phone, address, company, job title. Additional fields are added through Settings → Custom Fields.
Related objects
A contact can have: Opportunity, Estimate, Invoice, Payment, Task, Project, Job, Meeting, Agreement, Interaction.
Configuration
- Contact types — Settings → Dictionaries → Contact Types
- Custom fields — Settings → Custom Fields
- Import — bulk upload from CSV/Excel through Settings → Import
- Access rights — Settings → Roles