How to Add Contacts
Watch our tutorial video “How to Add a Contact”.
Contacts (people) belong to Company Accounts (companies, customers, organisations etc).
To add Contacts, bring up the relevant Company Account (or create a new one) and then click the blue Add button on the Contacts grid. Or simply enter the Contact details directly into one of the empty lines on the Contact field and click Save.
SpotlerCRM is primarily a B2B (business to business) system, as opposed to a B2C (business to consumer) system, so Contacts always belong to Company Accounts. If you deal with individuals who don’t belong to a company, just create a Company Account with their name and add their Activities & Tasks to that.
N.B. If you want to link an Opportunity, Task or Activity to a specific Contact within your Company Account you can create a Custom Field with a built-in Dropdown list called “ContactName”.