Contacts Management
Manage organization contacts including clients, leads, and customers.
Contact Entity
| Field | Type | Description |
|---|---|---|
name | string | Contact/company name |
contactType | enum | LEAD, CLIENT, CUSTOMER |
primaryEmail | string | Main email address |
primaryPhone | string | Main phone number |
imageUrl | string | Contact avatar/logo |
budget | number | Annual budget |
budgetType | enum | QUARTERLY, ANNUAL |
members | Employee[] | Assigned team members |
projects | Project[] | Associated projects |
Contact Lifecycle
Lead → Qualified → Client → Customer
│ │ │
└─ Lost └ ─ Lost └─ Churned
Features
Contact Profiles
- Company details and addresses
- Multiple email addresses and phone numbers
- Social media links
- Contact notes and tags
- Document attachments
Contact-Project Linking
Contacts can be linked to projects, enabling:
- Billing association per contact
- Project cost tracking per client
- Invoice generation from contact
Member Assignment
Assign employees as account managers:
- Primary contact person
- Sales representative
- Project manager
Permissions
| Action | Permission |
|---|---|
| View contacts | ORG_CONTACT_VIEW |
| Create/edit contacts | ORG_CONTACT_EDIT |
Related Pages
- CRM Overview
- Sales Pipelines
- Invoicing — billing contacts