CRM - Contacts
Overview
The Contacts section manages your business relationships. Store and organize information about customers, partners, and other business contacts.
How to Access
- Navigate to CRM in the admin sidebar
- Click on Contacts
Features
Contact Management
- View all contacts
- Add new contacts
- Edit contact details
- Delete contacts
Contact Information
- Basic details (name, email, phone)
- Company information
- Address details
- Social media profiles
- Custom fields
Organization
- Tags and labels
- Contact groups
- Favorite contacts
- Contact history
Quick Reference
| Action | Description |
|---|---|
| Add Contact | Click New Contact button |
| Edit | Click contact row or edit icon |
| Delete | Click delete icon |
| Export | Use Export button |
| Search | Use search bar |