Share contacts across the organisation
A contact is shared with your organisation, not owned by whoever typed it in. That is what stops the same customer existing five times with four phone numbers.
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Contacts
Contacts is the shared address book: the people behind the companies you deal with, held once for the whole organisation rather than in each person’s own list.
Try it in the democontacts · 3 tasks
Before you start
- Decide which organisations a contact may be shared with, if you run more than one company.
What Contacts does
The people behind the companies you deal with.
Add and change contacts where you are allowed
Adding and editing are permissioned. In practice most people should be able to add and few should be able to edit, because a corrected record is usually somebody else’s corrupted one.
Move a contact between organisations
People change employer. Moving the contact keeps the history attached to the person rather than stranding it against a company they left.
What it claims to do
The capability list this guide is written against, unabridged. Nothing above adds to it.
Contacts on the Sales page- Contacts shared with your organization
- Add and change them where you are allowed
- Move them between organizations
Where it connects
The modules Contacts hands work to, or takes it from. Most problems that look like one module are a handover between two.