Contact details
Open a contact to see one person: how to reach them, which customer they belong to, what you have sent them and what you have done with them.
Before you start
Section titled “Before you start”You need Contact View on the contact. The Quotations and Activities tabs also need List on those modules; tabs your role cannot use are hidden.
- Select Contacts in the sidebar and select the person’s name.
- Read Details, Reach, Mailing address, Personal, Additional information and Remark. Select the Account to open the customer.
- Check Consent. If the person asks to stop marketing email or calls, select Record consent change, choose the Channel and record it.
- Open Quotations for the quotations addressed to this person, and Activities for the follow-up recorded with them.
- Open History for the changes made to the contact.
- Use Edit, Change Owner, Owner history or Delete in the ··· menu.
What happens next
Section titled “What happens next”A quotation or activity you start from the contact is already linked to them. Consent changes are kept as a history, so you can see when and how the person opted out.
Rules to know
Section titled “Rules to know”- The Activities tab shows activities recorded with this person only; the account’s own Activities tab shows everything across the customer.
- Delete deactivates the contact: they leave the lists, and existing documents keep their name.
- A Personal account’s contact is changed on the account, not here.