The Contacts list
Everyone at every company, with Contacts and Everyone views.
Who can do thisCRM UserCRM Administrator
Contacts lists the people at every company in the workspace.
Juvaro
CRM
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CRM / ContactsSL
Sofie Lund
CRM User
CRM
Contacts
Everyone across every company in this workspace.
NameCompanyContact detailsType
Signe Krogh PrimaryFjordvind Logistik A/Ssigne.krogh@fjordvind.exampleContact
Mads ThorsenFjordvind Logistik A/Smads.thorsen@fjordvind.exampleContact
Peter NyholmLindegaard Tandklinikpeter@lindegaard.exampleRequester
Ida Vestergaard ArchivedFjordvind Logistik A/Sida.v@fjordvind.exampleContact
Find a person
- Type in Search by name or email.
- Choose Contacts (the default) for CRM contacts only, or Everyone to include ticket requesters from Helpdesk.
- Turn on Include archived to show archived contacts.
The columns
| Column | Shows |
|---|---|
| Name | The person, with the Primary and Archived chips. Click to open the edit page. |
| Company | The company they belong to. Click to open its page. |
| Contact details | Email and phone. |
| Type | Contact (a CRM contact) or Requester (created by Helpdesk). See Ticket requesters from Helpdesk. |
To add a person, open their company and use Add a contact; see Contacts on a company.