Contact represents a person.

A contact can be linked to a Lead, Customer, Supplier, Shareholder, Sales Partner, or a User.

Alternatively, you have the option to create a contact as a standalone record without associating it with any of the entities mentioned above.

To access the Contact list, go to:

Home > CRM > Sales Pipeline > Contact

1. How to create a Contact

1. Go to the Contact list and click on New.
2. Enter First Name and Last Name.
3. Choose the status if the contact is passive, is open to contact or has replied.
4. Enter contact details like email, phone, etc.
5. Save.

You can also include a Contact from the Customer or Supplier record by selecting the “New Contact” button.

If you have multiple contacts associated with an entity such as a customer or supplier, you can mark “Is Primary Contact” to denote the preferred contact. The primary contact will be automatically selected in transactions like sales orders and sales invoices.

To Import multiple contacts from a spreadsheet, use the Data Import Tool.

2. Features

2.1 Link a Contact to Multiple Entities

A contact may be linked to multiple customers or multiple suppliers.

A contact can also be linked to customers and suppliers at the same time.

2.2 Invite the Contact as a User

You can allow contacts of your customers and suppliers to log into your BizCentric system and view data relevant to them. Check Customer Portal for more details on this. You can send an email invitation to a contact by clicking on ‘Invite as User’ button.

3. Related Topics

1. Customer
2. Supplier