Contacts in Centra HUB CRM are prospects or audience or customers whom you can communicate for a business or personal reasons. Contacts are the most important information for acquiring customers. You can store much information that you and your team collect from your customers.
No card required
In this contact information we are giving our personal details like:
It refers to the person’s first name.
It refers to the person’s last name.
Owner is the user of CRM which can be customized.
Personal mobile number.
Our email address.
It refers to address details of an account.
Enter the description related to the contact.
Note: You have Save and New option to save the current Contact and automatically load a new page to create a new Contact or Cancel to cancel the current Contact creation.
To edit the saved Contact.
To select the view layout of the contacts page.
To view contacts created by specific users.
To create a new contact.
To perform various actions.
To view contacts in list view or split view.
To search saved contact.
To find a contact by using filter options.
To edit details regarding the contact.
To delete the contact
To clone the selected contact and enter the desired details.
To print any contact.
To show complete details of the contact.
To create tags.
Shows all the activities related to the contact.
Shows the history of performed actions with reference contact.