CRM records

Create and edit a contact

Keep a person record available to sales and service.

How to do it

  1. Open Contacts and choose New contact.
  2. Enter a name and available email or phone, then link a Company if the person belongs to one.
  3. Save and verify the contact appears in the list and on the related company record.

Check your result

A contact can be selected by Deals, Cases, Orders and other related records.

Good to know

Check for duplicates and consent before starting outreach.

Still need help?

Tell us your BU code and the step where you got stuck. Do not include passwords, BU PINs, tokens or recovery codes.

Contact SupaChrome support