CRM / Contacts
CRM Contacts
Contacts store the people connected to each account so sales, support, and finance teams can keep communication organized and actionable.
| Area | What it captures | Why it matters |
|---|---|---|
| Identity | Full name, role, department, and associated account | Clarifies who makes decisions and who to follow up with |
| Communication | Email, phone, preferred channels, and notes | Improves outreach and handoff quality |
| Activity trail | Conversation history, reminders, and ownership context | Preserves relationship knowledge across the team |
Common usage
Use contact entries to map stakeholders, preserve context after calls, and maintain clean communication history alongside each account.
- Track multiple stakeholders under one company account.
- Capture role-specific notes for finance, legal, or operational conversations.
- Keep contact details ready for automated outreach and internal reminders.
Routing
This page is available through the nested CRM contact docs URL and loads through the current SPA flow.
- /docs/crm/contacts
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