CRM - CONTACT MASTER - USER MANUAL
🧾 USER MANUAL – CONTACT MASTER (CRM)
1. Purpose
The Contact Master module is used to record and manage all individual contact details linked to companies in the CRM system.
Each contact represents a person (e.g., customer, lead, or decision-maker) who interacts with your organization.
This helps sales and marketing teams track communications, relationships, and opportunities efficiently.
2. Module Location
Path: CRM → Masters → Contacts
Access: based on user role and permissions
3. Key Functions
| Function | Description |
|---|---|
| ➕ Create New Contact | Add a new contact record in the CRM |
| ✏️ Edit Contact | Modify or update existing contact details |
| ❌ Delete Contact | Remove an existing contact from the system |
| 🔍 Search / Filter | Find contacts quickly using name, company, or phone |
| 📎 Add Attachments / Notes | Upload supporting files or notes related to the contact |
| ⬆️⬇️ Upload / Download | Upload multiple contacts at once or export them into Excel |
4. Steps to Create a New Contact
-
Go to CRM → Masters → Contacts.
-
Click on ➕ Create New to create a new contact record.
-
Fill in the required details in the following sections:
A. Contact Information
| Field | Description |
|---|---|
| First Name | Enter the contact’s first name |
| Last Name | Enter the contact’s last name |
| Designation / Role | Enter the person’s job title or position |
| Email ID | Enter the contact’s official or primary email address |
| Company Name | Select or link the company this contact belongs to |
| Phone Number | Enter the contact’s mobile or office phone number |
| Description / Strategy | Add notes, strategy points, or background details for reference |
B. Address Information
| Field | Description |
|---|---|
| Country | Select the country where the contact is located |
| City | Enter the city name |
| State | Enter the state or province |
| Street | Enter the complete street or address line |
| ZIP Code | Enter the postal or ZIP code |
C. Additional Information
| Field | Description |
|---|---|
| Enter the contact’s LinkedIn profile link | |
| Enter the contact’s Twitter handle (if applicable) | |
| Lead Source | Select how the contact was acquired (e.g., Website, Referral, Event) |
| Lead Owner | Choose the sales or marketing user responsible for this contact |
| Product | Select the product(s) or services the contact is interested in |
D. Save
-
After filling all details, click ✅ Save.
-
System will display: “Contact created successfully.”
5. Editing and Managing Contacts
| Action | Steps |
|---|---|
| Edit Contact | Click ✏️ Edit Icon → Modify the fields → Click Save |
| Delete Contact | Click ❌ Delete Icon → Confirm deletion |
| Upload / Download Data | Use ⬆️ Upload to bulk import contacts or ⬇️ Download to export contact data |
| Add Notes / Attachments | Click ✏️ Edit Icon → Open Notes Tab → Upload related files or comments |
6. Best Practices
✅ Always fill in complete contact details for accurate communication records.
✅ Link every contact to the correct company to maintain proper data structure.
✅ Keep contact information (phone, email) up to date.
✅ Use Description / Strategy for recording key relationship or follow-up notes.
✅ Utilize LinkedIn and Lead Source to enhance sales intelligence.
✅ Delete only inactive or duplicate contacts.
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