Manage Contacts
The driver is addressed to sales, customer service and business operators. It does not require technical knowledge.
Company and Contact
- Company is the business we work with or want to work with.
- Contact is the specific man within this operation.
Every contact is connected to a main company. From the contact list we open the profile of the man or his company.
Information and responsibility
We record name, email, phone, location, department, user responsible and status. Primary contact shows the basic communication man. Only one active contact can be primary per company.
Active means the relationship is current. Former preserves history when man has changed role or left. Contact owner shows which user takes the follow-up; does not change access rights.
Archive instead of delete
The archive removes contact from active tasks without losing history. From the Records filter we see Active, Archived or All Records and we can restore. Permanent deletion is intended only for incorrect data entry or request.
Activity
The profile shows who created, informed, commissioned, archived or restored contact and when. Fields are recorded that changed, not old sensitive values.
Daily procedure
- We create the company first.
- We add her people and choose the basic as Primary contact.
- We set Contact owner for the next follow-up.
- We update role, department and contact details when they change.
- We use Former or Archive instead of erasing useful business history.
What is not supported yet
A contact is not yet linked to many companies. In the future this can be done with separate relationships, role and validity dates.