Contacts

Last Revised:       Written by Veloxity CRM    Time Estimate: About 5 minutes to read. Version 2.0


Contents

What are Contacts?

Definition

Contacts are people. Contacts are usually involved in the purchasing of your product.

Contacts are often related to Accounts and Opportunities.

How can I use Contacts?

Contacts keep track of data such as the contact name, contact title, and contact email. Key Features such as charting, searching, and activity tools allow you to visualize and analyze your Contact data for powerful results. 

Where can I find Contacts 

Contacts are found on the Main Menu. Click Contacts to access Contact features.

Navigating Contacts

You are looking at a screenshot of a Contact Record: 

Figure 1. Contact Record.


How can I use Contacts?

How can I Add Contacts?

Adding Contacts from the Main Menu

Add new contacts directly to Veloxity CRM from the Main Menu. Records of this type will be added to the system without any automatically linked records. You have the option to Link Records to this Contact. 

  • On the Main Menu, select Contacts > Add Contact

You are looking at a screenshot demonstrating how to Add a Contact from the Main Menu: 

Figure 2. Adding a Contact from the Main Menu.

Adding Contacts using Import Contacts

Your Veloxity CRM Administrator can bulk upload new Contacts using the Data Import tool in CRM Setup.  

Adding Contacts using Create Opportunity or Capture Contact

If your company uses Lead Records, Contacts are automatically added to Veloxity CRM when you click Create Opportunity or Capture Contact:

  • Capture Contact.  On a Lead Record, a Contact is automatically created when you select Capture Contact. Capture Contact is used to capture Account and Contact information from a Lead Record. This is typically used when the Lead is not being converted into an Opportunity. 
  • Create Opportunity. On a Lead Record, a Contact is automatically created when you select Create Opportunity. Create Opportunity is used to convert a Lead into an Opportunity. Create Opportunity automatically creates and links a Contact Record, Opportunity Record, and (depending on your Business Transaction Type) Account Record.

You are looking at a screenshot demonstrating how to Add a Contact using Create Opportunity or Capture Contact on a Lead Record:

Figure 3. Add a Contact Using Create Opportunity or Capture Contact on a Lead Record.

How can I Edit Contacts? 

On the Main Menu, select Contacts > List All Contacts > directly edit Contact data on table format > Save

You are looking at a screenshot demonstrating how to Edit Contacts on the Contact Data Table:

Figure 4. Edit Contacts on the Contact Data Table.

How can I Delete Contacts?

Select Main Menu > Contacts > List All Contacts > click the row number(s) of Contact(s) to be deleted > Delete

You are looking at a screenshot demonstrating how to Delete Contacts from the Contact Data Table: 

Figure 5. Delete Contacts from the Contacts Data Table. 

How can I Search Contacts? 

Quickly find the information you need using Quick Search, Advanced Search, QBE, or Filter.

Visit Search for more information.

How can I use Contact Records? 

Contact Records enable you to quickly access detailed information about your Contacts in a simple visual format:

  • Contact Image
  • Details / Files
  • Activities
  • Linked Records Panel
  • Timeline
  • Related Records

How can I use the Details Tab?

Click the Details Tab to access Contact Details such as name, email, phone, and address.

Standard Fields on Contact Details

  • Salutation
  • First Name
  • Last Name
  • Email
  • Mobile Phone
  • Job Title
  • Business Phone
  • Mailing Address

How can I use the Files Tab? 

Click the Files Tab to link, view, and annotate files related to this data record.

Visit Working with Files for more information.

How can I add a Contact Image?

  1. On the Contact Record, click on the image tile in the upper left-hand side of the screen. 

  2. Click Choose File.

  3. Select a file to upload.

  4. Click Open.

  5. Click Submit.

How can I use Activities?

Activities enable you to plan, document, and record your sales related communications and actions. 

Visit Activities for more information.

How can I use Linked Records?

Linked Records are individual data records that show up as a link in the Linked Records Panel. Linked Records visually connect related data to a single record view without duplicating information. 

Visit Linked Records for more information.

How can I use Timeline?

Timeline collects and displays information about recent activities and field changes related to your data records. 

Visit Timeline for more information.

How can I use Related Records?

Related Records offers a tile view of records related to the Contact.

Visit Related Records for more information. 

How can I use Merge with Other Contact? 

Merge Records is located in the upper right hand corner of a Contact Record. 

You may find that you have duplicate records in your Veloxity CRM system. Perhaps two or more of the same Contacts have been entered into your system. Quickly merge these duplicate records using Merge Records.

Merge Records will guide you through a process of selecting which information you wish to keep and which information you wish to remove.

Visit Merging Data Records for more information. 

You are looking at a screenshot demonstrating how to Merge Contacts on a Contact Record: 

Figure 6. Merge Contacts on a Contact Record.

How can I use Contact Tables?

A Contact Table displays all of your Contact Records in a table format.

Contact Tables are found on the Main Menu under List All Contacts.

Visit Data Tables for more information.