Contacts

Contacts generally refer to individuals or organizations with whom the business has a relationship or wishes to establish one. These may include existing customers, potential leads, partners, suppliers, or other parties relevant to the business’s operations.

Person

This refers to an individual who may be a customer, a lead, an inquiry, or any other person with whom the business has a relationship or wishes to establish a relationship.

Create a user

1. Step: Go to the CRM system's admin interface, then click on the Contacts → Persons → New Person menu item , as shown in the image below.

2. Step: Enter the following information:

• Name – Enter the person's name

• Email addresses – Enter the person’s email address; you can select whether it’s a work or personal email address from the drop-down list

• Phone number – Enter your contact information; you can choose between a work or personal phone number

• Position – Enter the person's job title

• Sales Representative – Enter the sales representative

• Organization – Enter the name of the organization

Now click the " Save Contact " button to create the contact's information.

Edit or delete a person

Use the " Actions " tab to edit or delete the contact, as shown in the figure.

Filters by person

You can use the " Filter " tab here to find the person you're looking for.

By default, the following filters are available, as shown in the image below:

• Identification Number (ID)

• Name

• Email addresses

• Phone numbers

• Organization Name

Organizations

An "organization" generally refers to a company, business, or other entity with which a CRM user has a relationship or wishes to establish a relationship. Organizations may include customers, partners, suppliers, or any other parties relevant to the company's operations.

This could be a commercial enterprise, a nonprofit organization, a government agency, or any other entity that manages customer relationships.

Creating an organization in the CRM system

1. Step: Go to the CRM admin interface, then click on the Contacts → Organizations → New Organization menu item, as shown in the image below.

2. Step: Briefly provide the following information:

• Name – Enter the name of the organization

• Address – Enter the organization’s address (country, state/province, city, ZIP code)

• Sales Representative – Enter the sales representative

• Tax ID - Enter the organization's tax ID. (This is important for invoicing!)

Then click the " Save Organization " button, and the person's information will be saved.

Edit or delete an organization

Use the " Actions " tab to edit or delete the organization, as shown in the figure.

Filters for organizations

You can use the " Filter " tab here to find the organization you're looking for.

By default, the following filters are available, as shown in the image below:

• Identification Number (ID)

• Name

• Date created