Working with contacts: step by step
What is a contact in IPTel CRM?
A contact is a record that contains information about a specific person: name, phone number, email, position, etc. Contacts can be linked to companies, deals, tasks, and even subscription products. This approach helps you create a complete customer profile and organize all interactions in one place.
1. Create a new contact
You can create a new prospect manually or automatically add one when working with a lead or company.
The contact is automatically linked to the company if you add it through the company card.
Fill in the basic fields: name, phone number, email. If necessary, you can add additional fields that are important for your business.
2. Linking to a company
Each contact can be linked to a company. For example, if you work with a legal entity, the contact is linked to its card.
Linking allows you to track all connections between contacts and companies.
3. Calls and communication
The history of all calls, comments, emails, and other types of communication is available in the contact card.
You can call a customer, send an email, or write a message via messengers (Telegram, Viber) directly from CRM.
All communications are automatically recorded in the contact card.
4. Subscription goods
If a customer uses regular services or subscriptions, you can specify these products in their card.
This makes it easy to create deals, generate invoices, or run automation, such as automatic monthly billing.
5. Linking to objects
Contacts in IPTel can be linked to other objects, such as deals, tasks, documents, comments, etc.
For example, you can create a deal based on data from a contact card or add a contact to a task.
6. Using history
The contact card stores the entire history of interactions: calls, emails, status changes, completed tasks, etc.
This allows you to quickly understand what stage of cooperation you are currently at.