Contacts
The people at your accounts.
Overview
A contact is a person linked to one or more accounts, each link carrying their role. Contacts hold communication preferences and consent, which campaigns and messages respect.
When to use contacts
- You add a decision maker.
Step by step
In the Crm module open Relationships in the green navigation bar, then choose Contacts under Accounts & Contacts.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Screenshot for this step has not been captured yet — run npm run docs:flow.
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.contact.create
- crm.contact.delete
- crm.contact.erase
- crm.contact.export
- crm.contact.merge
- crm.contact.read
- crm.contact.update