Managing contacts and companies

Contacts are under CRM then Contacts, companies under CRM then Companies. A contact is linked to a company record.

Each contact has a type: lead, prospect, customer, partner, supplier, learner, candidate or solicitor.

Duplicate detection compares records against a similarity threshold you choose. A merge keeps the source record aside: it can be undone.

A contact's record carries the data-protection actions: export all its data, anonymise it while keeping, if you choose, its commercial documents (invoices, quotes), or delete it permanently.

The Companies screen lists the company names carried by contacts that have no company record, so you can create the record or link the contacts to it.

To load your contacts from a file, see the article about importing your data.