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