managing contacts in centrahubcrm

Contacts

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field-description

Field Description for a New Contact

1.Contact Info:

In this contact information we are giving our personal details like:

  • First Name
  • It refers to the person’s first name.

  • Last name
  • It refers to the person’s last name.

  • Owner
  • Owner is the user of CRM which can be customized.

  • Mobile
  • Personal mobile number.

  • Email
  • Our email address.

    2.Address Info:

    It refers to address details of an account.

    3.Description:

    Enter the description related to the contact.

    • 4. Click Save to save 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.

    1. Edit

    To edit the saved Contact.

    2. View

    To select the view layout of the contacts page.

    3. Look in

    To view contacts created by specific users.

    4. New

    To create a new contact.

    5. Actions (3Dot)

    To perform various actions.

    6. List Button

    To view contacts in list view or split view.

    7. Search

    To search saved contact.

    8. Filter

    To find a contact by using filter options.

    detailed information of contact in centrahubcrm
    1. Edit

    To edit details regarding the contact.

    2. Delete

    To delete the contact

    3. Clone

    To clone the selected contact and enter the desired details.

    4. Print

    To print any contact.

    5. Show details

    To show complete details of the contact.

    6. Tags

    To create tags.

    7. Related list

    Shows all the activities related to the contact.

    8. Activity stream

    Shows the history of performed actions with reference contact.

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