Contacts Overview

Contacts provide a way to store the details required to connect to an individual or an organization to communicate or share information. The type of contact can be a Lead, Prospect, client, Lawyer, agent, contractor, or accountant. 

The Contacts module allows you to add new contacts, and update and manage existing contacts. 

Contact List View-

Contacts and their internal structure-

For more information, refer to the following sections:

• Add a New Contact
• Edit a Contact
• Delete a Contact
• Notes in the Contact