Create a CRM Contact

This guide walks you through creating a Contact in the CRM module and explains each field in the standard input form.

Open the Contact Form

1. Navigate to CRM > Contacts and select the type of contact you need.

The insertion form consists of two sections:

• Contact: Contains contact details such as name, department, and qualification.
• Contacts: Contains contact information such as phone number, email, and address.

Contact Entry Form Fields

2. The following fields will be displayed in the Contact section:

Field	Description
Name	Name of the Contact.
Surname	Surname of the Contact.
Salutation	Allows you to set the greeting with which to refer to the contact (e.g., Mrs. or Ms.).
State	Enable or disable the Contact.
Department	The department to which the Contact belongs.
Qualification	The status of the Contact.
Manager	Allows you to specify a Contact Manager.
Source	Indicates the source from which the Lead was generated.
Rating	Customer account satisfaction level.
Associate user	Allows you to associate the Contact with a system user in Deepser.
Task	Task related to the Contact.

Contacts Tab Fields

3. The Contacts tab contains the following fields:

Field	Description
Email	Email of the Contact.
Telephone	Landline phone number.
Mobile phone	Mobile phone number.
Fax	Fax of the Contact.
Address	Address of the Contact.
City	City of the Contact.
Province	Province of the Contact.
CAP	Postal code of the Contact.
State	State.

4. Fill in the required fields and click Save to store the new Contact.

Related Articles

• Configure Contact Types
• Create a CRM Account
• Synchronize CRM with Companies
• CRM Lists