Managing Contacts

Contacts are individuals or organizations you interact with but may not yet be customers. This is typically the first step in your sales pipeline.

What is a Contact?

A contact represents: - Potential customers (leads/prospects) - Existing customers (linked to customer records) - Other business relationships

Creating a New Contact

1. Search for Contacts (Alt + Q)
2. Click + New
3. Fill in the required information:
4. Name - Full name or company name
5. Type - Person or Company
6. Phone Number
7. Email
8. Address
9. Add additional details as needed
10. Click Save or press Ctrl + S

Converting a Contact to a Customer

When a contact becomes a paying customer:

1. Open the contact record
2. Click Create as Customer in the ribbon
3. Review and confirm the information
4. The system creates a linked customer record

See Customers for more details on managing customer records.

Best Practices

• Keep contact information up-to-date - Regular updates ensure accurate communication
• Use notes section - Document important conversations or details
• Categorize contacts - Use business relations to organize contacts

Related Topics

• Customers - Managing customer records
• Sales Quotes - Creating quotes for contacts/customers