Contacts & Accounts

Manage your customer database with Contacts (people) and Accounts (companies). The Contact record is the central hub for all customer interactions.

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Table of Contents

1. Contacts
2. Accounts
3. Contact 360° View
4. Owner Assignment
5. Best Practices

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Contacts

Accessing Contacts

1. Log in to the admin panel
2. Navigate to CRM → Contacts
3. Or go directly to: /admin/contacts

Creating a Contact

1. Click Create Contact
2. Fill in required fields:
   • First Name / Last Name
   • Email (used for duplicate detection)
3. Optional fields:
   • Account — Link to a company
   • Phone / Mobile
   • Job Title / Department
   • Address fields
   • Owner — Assigned sales rep
   • Notes
4. Click Save

Contact List Features

• Search — Filter by name, email, phone
• Status filter — Active / Inactive
• Owner filter — Filter by assigned rep
• Pagination — Configurable page size

Editing & Deleting

• Click a contact name to open the 360° view
• Use Edit to update details
• Delete soft-deletes the record (recoverable)

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Accounts

What is an Account?

An Account represents a company or organization. Multiple contacts can belong to one account — useful for B2B sales.

Accessing Accounts

CRM → Accounts or /admin/accounts

Creating an Account

1. Click Create Account
2. Enter:
   • Name (required)
   • Website, Industry, Phone, Email
   • Address fields
   • Employee Count, Annual Revenue
   • Owner — Account manager
   • Description
3. Click Save

Account Detail View

The account show page displays:

• Company details
• Related contacts
• Open and won deals
• Total deal value

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Contact 360° View

The Contact show page (/admin/contacts/{id}) provides a complete customer picture:

Section	Data
Details	Contact info, account link, owner
Activity Timeline	Calls, emails, meetings, notes, tasks
Deals	All deals for this contact
Quotes	Quote requests and proposals
Tickets	Support ticket history
Appointments	Scheduled bookings
Orders	Purchase history (if e-commerce enabled)

Logging Activities

From the contact show page:

1. Use the Activity form in the sidebar
2. Select type: Call, Email, Meeting, Note, or Task
3. Add subject, description, and optional due date
4. Click Log Activity

Activities appear in the timeline immediately and support completion tracking.

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Owner Assignment

Every contact, account, lead, and deal can have an Owner (assigned sales rep).

• Owners receive notifications when leads are assigned to them
• Sales reps can be restricted to viewing only their own records via permissions
• Use the Owner dropdown when creating or editing records

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Best Practices

1. One contact per email — Avoid duplicates; the system deduplicates on email during lead capture
2. Link to accounts — Group B2B contacts under their company
3. Assign owners early — Ensures follow-up accountability
4. Log every interaction — Build a complete activity timeline
5. Use the 360° view — Check related quotes and tickets before calls

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Related Documentation

• CRM Overview
• Leads & Deals
• Custom Fields — Extend contact/account fields

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Last updated: June 2026