👤💬 Contact Management

The Contact Management module in C360 CRM helps you track, manage, and update all sales Contacts in one place.

To access it:
➡️ Go to Sales → Contact from the left-hand menu.

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📊 Contact Overview

The Contact list provides an overview of all existing contacts.

It includes columns such as:

Field	Description
Action	Inline editing options.
Contact Name	Displays the name of the contact.
Phone	The contact’s phone number.
Email	The contact’s email address.
Job Title	The contact’s job title.
Call Outcome	Last call result.
Account Name	Associated account name.
Account Owner	Owner of the account.
Country	The contact’s country.
Modified At	Last modification date.

tip

• You can sort columns in ascending and descending order
• Click on the maximize icon beside the search bar to expand the list to fullscreen.
• You can view upto 200 records at a time in the list view by selecting the Number from pagination dropdown.

Contact list view

info

• You cant revert the contact back from archive to active once it is archived.
• You cant perform any action on the archived contact except download.

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🔍 Searching for Contacts

Enter the contact’s name or email in the search bar and click the search icon.

Search contacts

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🎛️ Filtering Contacts

You can filter contacts by:

Click to view available filters

• Account Name - Country - Call Outcome

Other filter options include:

• Viewing Active or Archived contacts using the toggle switch.
• All Contacts/ My Contacts / Contacts Assigned To Me

note

• All Contacts: Created By me/Assigned to me/Created By below users.
• My Contacts: Created By me
• Contacts Assigned To Me: The Contact which were assigned to me by someone.

Filter contacts

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🗑️ Deleting Contacts

1. Select the checkbox(es) beside the Contacts you want to delete.
2. Click the Delete icon .
3. Click on Yes from the confirmation pop up if you want to delete.

Delete selected contacts

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⬇️ Download Contacts

Select the checkboxes for the contacts you want to download. Then, click the Download button in the top-right corner.

Download contacts

info

• You can download upto 1000 contacts at a time.

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👁️ Viewing Contact Details

On the Contact Details page, you can:

• Edit contact information.
• Change the owner.
• Assign the contact to another user.
• View address details.
• Access related notes, tasks, and activities.

You can also add new notes or tasks using the Add Note or Add Task buttons.

View and manage contact details

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👥 Assigning / Changing Contact Owner

Assign Contact

1. Select contacts from the list.
2. Click Assign To → choose a user → click Assign.

Assign contact to a user

Change Owner

1. Select contacts from the list.
2. Click Change Owner → select user → click Confirm.

Change contact owner

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✏️ Add/Edit Contact

To add a contact:

1. Click Add Contact.
2. Fill in the required fields.
3. Click Next for Company Information.
4. Click Save when done.

info

Contacts can be generated or added using three ways:

1. Normal Addition from list Page.
2. Via Import Contact.
3. During Lead Conversion(if new).

Add new contact

To edit a contact:

• Click the edit icon in the contact list OR open the details page and click the edit icon.
• Modify the fields and click Save.

Edit contact

Click to see Contact Upload

• To upload contacts, click on Contact Upload.