What is a Contact?

How do I create Contacts manually?

How do I quickly create a Contact record?

How do I import Contacts from external source?

How do I create Contact from convert lead option?

How do I export Contacts to a spreadsheet?

How do I manage records in Contacts module?

How do I gain insight on fields in Contacts module?

How do I associate contacts with other records?

What is a Contact?

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Contact can be represented as a qualified sales lead. Contacts differentiate qualified customers from the huge list of unqualified customers. Contacts also represent the people that are conducting business with you. They could be acting individually or representing an Organization.

Creating Contacts Manually

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You can enter Contact details manually from Contacts Module. This might come handy if you will have to enter Contact details individually.

Steps to create Contact records manually

1. In Contacts tab, click on Add Contact button
2. In the Create Contact view, fill in the Contact details
3. Click Save

Quick Create

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You can enter basic details of Contact record through Quick create. This might be helpful if you are running out of time.

Steps to create Contact records through Quick create

1. Click (+) Icon on top right corner
2. Click Contact
3. In the Create Contact view, fill in the Contact details
4. Click Save

Importing Contacts from Existing files

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simply CRM supports importing Contacts from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly. Learn more

Converting a Lead

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Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.
Learn more

Exporting Contacts to External Source

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If you ever want your data in the form of a spreadsheet, you can export your Contacts records right away.

Steps to export your data

1. Click Contacts tab

2. Click Actions button > Export

3. In the Export Records page, you will find the following options

Export selected records	Click on the radio button to export the records selected in List view
Export data in current page	Click on the radio button to export all the records that are on the current list view page
Export all data	Click on the radio button to export all records in Contacts module

4. Click Export Contacts button.

Managing Contacts

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List of operations you can perform on records in Contacts Home page

1. Create Custom filters to classify records as per your requirements. You can be able to limit your search to selected columns and search criteria

2. Search desired records

3. Click on Actions drop-down to perform following operations

Select Edit to modify selected record(s)

Select Delete to delete selected record(s)

Select Add Comment to add a comment on selected record(s)

Select Send email to send out emails to selected record(s)

Select Send SMS to send out SMS to selected record(s)

4. Click Settings button to perform following operations

Select Edit Fields to configure fields and customize the layout of fields through Layout Editor

Select Edit Workflows to view / create new Workflows on Contacts module

Select Edit Picklist values to modify picklist values through Picklist Editor

List of operations you can perform on detail view of Contact record

1. Click Edit to modify existing content

2. Click Send Email to send email to existing contact record

3. Click on More drop-down to perform following operations on Contact record

1. Select Delete to delete the existing contact record

2. Select Duplicate to clone existing contact record

3. Select Add Document to attach a document to existing contact record

4. Select Send SMS to send out sms to existing contact record

5. Select Add Event to schedule a Call or Meeting and Select Add Task to schedule a Todo

Fields Information

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Information of fields in the Contacts module.

First Name	Provide the first name of the Contact
Last Name	Provide the Last name of the Contact. This is a mandatory field
Organization Name	Select the Organization that is related to the Contact
Primary Email	Provide email address of the Contact
Date of Birth	Provide date of birth of the Contact
Reports to	Select from the list of Contacts to whom the Contact reports
Email opt out	Select the check-box to remove the contact from mailing list. That means the contact will not be able to receive emails from simply CRM anymore
Assigned to	Select any user(s) to make him/her the owner of Contact record
Portal User	Enable the check-box to grant customer portal access to Contact record
Support Start Date	Customer can log into Customer portal from this date
Support End Date	Customer can log into Customer portal until this date

Associating Contacts with Other Records

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This will display all-round view of relations of Contacts module with other modules and maintains log of complete history.

You can keep track of following details in Contacts module

Comments	To view the Comments related to the Contact record
Updates	To view the modifications done on Contact record
Opportunities	To track the Opportunity records associated with Contact record
Activities	To view or create Events and To-dos on a Contact record
Emails	To view the emails sent to Contact record
Tickets	To view the Trouble Ticket records related to the Contact record
Quotes	To view the Quotes related to the Contact record
Purchase Order	To view the Purchase Orders related to the Contact record
Sales Order	To view the Purchase Orders related to the Contact record
Products	To view the Products related to Contact record. You can have here the products that might interest your customer
Activity History	To view all Events and To-dos that are completed or status changed as Held
Documents	To view the documents related to the Contact record
Campaigns	To view the Campaigns related to the Contact record
Invoice	To view the Invoices related to the Contact record
Service Contracts	To view the Service Contracts related to the Contact record
Services	To view the Services related to Contact record. You can have here the Services that might interest your customer
Projects	To view the Projects that are related to the Contact record