SalesContacts
The people behind the companies you deal with.
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.
Read the user guide contacts
What it does
Contacts, in the product’s own words
- Contacts shared with your organization
- Add and change them where you are allowed
- Move them between organizations
Before you start
What has to be in place
- Decide which organisations a contact may be shared with, if you run more than one company.
In the user guide
3 tasks, explained
- 01Share contacts across the organisation
- 02Add and change contacts where you are allowed
- 03Move a contact between organisations
Works with
The same records, not a sync
More in Sales
All of SalesCRMLeads, accounts, deals and quotes, with a price list behind them.OrdersOrder management across every channel you sell on — the largest module in the suite.Point of SaleA counter application with its own tills, registers and cash drawers.SubscriptionsCustomers on a plan rather than a one-off sale.TendersBidding work: the pipeline, the documents and who approved the submission.