What it covers
Search and filter large lists, save useful views, update records in bulk, and open related deals, tasks, tickets and documents.
Customer management
Contacts
A working record for each person, with ownership, tags, follow-ups and linked activity.
How it works
Keep the person and the follow-up together
Give each contact a working record for ownership, tags, follow-up and the activity around the relationship. Search, filter and save the views your team returns to, then open related work without losing context.
In practice
Bulk update selected records and review linked deals, tasks, tickets and documents from the contact.
When to use it
Useful situations
- Find a person by name or other saved details before replying to an enquiry.
- Build a reusable view for contacts needing follow-up or a particular owner.
- Review related customer work before a handover or renewal conversation.
A working path
How the work moves
Narrow the list
Search and combine the available status, company, source, tag, follow-up and completeness filters. Save a view when the same working criteria will be useful again.
Check the person’s record
Open a contact to review ownership, tags, follow-up details and linked activity. Related deals, tasks, tickets, projects and documents appear only when your permissions allow them.
Make a controlled update
Edit an individual record or select eligible contacts for a bulk update. Confirm the affected selection before applying a change, then return to the saved view to continue the queue.
Illustrative scenario
Preparing a customer call
Filter for contacts at one company, open the right person, check recent activity and linked opportunities, then record the agreed follow-up so another teammate can see it.
Before you start
What to check
- Contact details and related records are tenant-scoped and permission-filtered; the page does not grant access to a hidden module.
- Bulk changes affect selected records, so review the selection and chosen field before applying the update.
Can contacts be connected to other work?
Yes. Contact records can show related sales, service, project and document records when those areas are available to you.
Can I recover an archived contact?
Supported archived records can be reviewed through the permission-aware recycle workflow.
Get started
See your customer work in one place.
Start with the core CRM for free, then add the tools your team needs.