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.