A 'contact' is a person who is a customer or an expected customer who may be related to a company with which you might do business.
'Contacts' are groups of customers, suppliers, partners or retailers. To run your business with Total Enterprise CRM, you have to interact with such groups regularly.
Like a Microsoft Outlook contact, a Total Enterprise CRM contact contains information such as name, address, email, telephone and job title. In addition, it may contain the company with which the contact is associated. A contact can be associated with any record such as a company, campaign or opportunity.
The Contact tab is used to create and manage contacts for your organisation.
Specifically, you can use the Contact tab to:
| • | create a new contact or edit an existing contact |
| • | view a list of all contacts in the system |
| • | view a list of contacts assigned to you (ie contacts associated with your account) |
| • | create a project/s which will be linked to this contact |
| • | add a contact/s using a business card |
| • | add a note/s to a contact |
| • | link an opportunity to a contact |
| • | compose an email to an individual or contact at a selected company |
| • | schedule a call, meeting or task with a contact |
| • | send an email, SMS or fax to a contact |
| • | assign a contact to a relevant user |
| • | maintain orders, invoices and payments information for an individual or contact at a selected company. |
