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Version: 8.2

Contacts

Manage your contacts from the CRM module.

Access: CRM → Customer follow-up → Contacts

Form view​

In the Contacts menu, select between several views: Cards view / Grid view / Form view.

Access: CRM → Customer follow-up → Contacts

  1. Open a contact file.

  2. Consult the various tabs at the bottom of the file. For example, in the ‘Contact details’ tab you will find the contact details. These details are inherited from the converted lead file.

  3. Sales order : in the ‘Sales orders’ tab, find the sale quotations and sale orders attached to the contact's partner.

  4. Partners : in the ‘Partners’ tab, find all attached partners.

  5. Roles table: click on the magnifying glass icon and assign a role to the contact. Roles are used to categorize contacts within the same company. Roles are configured in CRM → Configuration → Roles.

  6. Related contacts: in this table, find related contacts. In other words, these are contacts who share the same email domain. For example, the contact file has ‘l.michel@apollo.fr’ as its email address. Related contacts will also be associated with the appollo.fr email domain. Consequently, contacts who are part of the same organisation, are grouped together in the ‘Related contacts’ table.

  7. Reference: is the number of the partner. It can be found on the right in the Settings section on the right side of the page.

  8. Localization: find ‘Localization’ field in the Settings section on the right side of the page. Localization corresponds to the selected country and its language. This field is very important because the selected language will be the language used for generating the various documents.

caution

For the moment, the only languages that can be used when generating documents, are English and French.

  1. Account owner: the user in charge of this account who is going to carry out the monitoring (usually a salesperson). You can find it in the ‘Assigned to’ section on the right side of the page.

  2. Team: associate the contact with a team. You can find it in the ‘Assigned to’ section on the right side of the page.

  3. Companies associated to: associate the contact with one or more companies. You can find it in the ‘Assigned to’ section on the right side of the page.

  4. Tools: Customer recovery: here you will find the customer payment reminders linked to your contact.

  5. Report: Envelope allows you to print the address in order to send a letter to the contact.

Check and merge duplicate contacts​

In list view, check and merge duplicates. It works in the same way as for lead files.

  • Check Duplicate: with this button, check whether duplicates exist.

  • Merge duplicated: with this button, merge duplicates.

  1. Find a duplicate by clicking on ‘Check Duplicate’.

  2. Select two contact files and click on ‘Merge duplicated’.

  3. Then select which file will be the original in the ‘Merge duplicated’ window.

  4. On this window, once you have selected the original, click on the ‘Merge duplicated’ button.