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Contacts Overview

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Contacts consist of both Opportunities and Clients.

When you add a new Contact in the Contacts interface by selecting the Add button in the top right corner, you’ll be able to select whether to add an Opportunity or a Client.  (Opportunities are also added to the Contacts interface when you convert a Lead to an Opportunity.)

After adding a new Client (or Opportunity), the new Contact will be automatically selected for you.  Start by filling in some basic information, including Name, Role and Business (if applicable), Email, Phone, Background, and Address. (If you click on the Map, you’ll be able to generate directions to the Contact.) 

If one of your existing Contacts referred this Contact to you, you can add that person in the Referrer field.

You can also add a Profile Picture of the Contact.

The Deals Tab to the right of the main Info Tab is where you can manage your sales processes with your Contacts.

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