Point of Contact

Points of Contact are the individuals at companies that you interact with during the sales process.

Overview

Managing contacts helps you:

• Track who you're talking to
• Maintain relationship history
• Ensure proper follow-up
• Enable team collaboration

Page Layout

• Add Contact button - Create new contact
• Search - Find contacts
• Filter - Filter by company, role
• Contacts Table - List of all contacts

Contact Information

Each contact record includes:

Field	Description
Name	Full name
Company	Associated company
Title	Job title/role
Email	Email address
Phone	Contact number
Mobile	Mobile number
Department	Department/division
Notes	Additional information

Common Tasks

Adding a New Contact

1. Click + Add Contact
2. Fill in contact details:
   • Name - Full name
   • Company - Select company
   • Title - Job title
   • Email - Email address
   • Phone - Contact numbers
3. Click Save

Editing Contact Information

1. Find the contact
2. Click Edit
3. Update information
4. Click Save

Linking Contact to Deal

1. Open the deal
2. Go to contacts section
3. Add the contact
4. Save changes

Viewing Contact Activity

1. Click on contact name
2. View interaction history
3. See associated deals
4. Review notes and communication

Contact Roles

Contacts may have different roles:

• Decision Maker - Final authority
• Influencer - Affects decision
• User - End user of product/service
• Technical - Technical evaluator
• Procurement - Handles purchasing
• Champion - Internal advocate

Tips

• Complete Profiles - Include all contact methods
• Note Roles - Document each contact's role
• Update Regularly - Keep information current
• Track Interactions - Log important conversations
• Multiple Contacts - Add all relevant people

Related Pages

• Companies - Company information
• Deals - Sales opportunities
• Relationship Owners - Internal owners

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💡 Note: Good contact management is essential for successful relationship building.