Customer Profile
Contacts
Manage individual contacts at customer companies.
Track multiple contacts at each customer — buyers, owners, managers, and other key people.
Quick Overview: Add contacts for each person you interact with at a customer. Store names, roles, and contact details for quick reference.
Contact Fields
| Field | Description |
|---|---|
| Name | Contact's full name |
| Role | Position (Buyer, Owner, Manager, etc.) |
| Contact email address | |
| Phone | Contact phone number |
| Mobile | Contact mobile number |
Adding a Contact
- Find the Contacts card on the Profile tab
- Click the + button
- Fill in contact details (name required)
- Click Save
Editing and Deleting
- Edit: Click the edit icon on a contact, update fields, save
- Delete: Click the delete icon, confirm deletion
Contact Roles
Common roles to consider:
- Buyer — Places orders, negotiates pricing
- Owner — Decision maker for major purchases
- Manager — Day-to-day operations contact
- Accounting — Handles payments and invoices
- Receiving — Coordinates deliveries