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Contact Management
Overview
Manage business contacts that aren't (yet) clients — leads, prospects, suppliers' AP people, accountants, technicians. Separate from Clients (who can buy) and Suppliers (who you buy from).
Step-by-Step Guide
1
Add Contact
Contacts → New Contact. Name, role, organisation, phone, email, notes.
2
Tag
Tag contacts (Lead, Prospect, Vendor-AP, Internal, etc.) so you can filter the list and target communications.
3
Link to Companies
A contact can belong to a Client/Supplier company — useful for B2B where you have multiple contacts at one account.
4
Activity Log
Log calls/meetings/emails per contact. Feeds the CRM activity timeline if the contact is later promoted to a deal.
Tips & Best Practices
Tip: Don't add walk-in cashier customers here — that's what Clients is for. Contacts is for business relationships that aren't transactional yet.
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