Contacts Basic Feature

Contacts can be created in 6 different ways:

• Enter contact information manually in contact creation page.
• Import contact records from CSV (Note: You can import up to 5000 contacts records at a time).
• If your account customized with Email to case feature then for each case creation the contact will also be created simultaneously.
• When lead gets converted to contact, the new contact record will be created.
• Import Contact from Google.
• Import Contact from Yahoo.

Trash Feature

• Deleted Contacts
• Archived Contacts
• Restore
• Delete forever

Custom view of Contacts

• My views
• Views shared by others

Access Privileges

• Collaboration
• Custom attributes
• Left panel views
• Reports

Contact Conversion

• Convert contact into customer
• Convert contact into lead
Contacts Basic Feature was last modified: October 30th, 2020 by pkuppusamy