CRM Contacts allows administrators to manage the contact database for customers, partners, and other business relationships. You can view contact details, communication history, and relationship data.
Overview
Contacts are the people associated with business relationships. Administrators can manage contact information, track interactions, and maintain a comprehensive contact database.
How to Access
- Step 1: Log in as administrator
- Step 2: Navigate to CRM in the admin menu
- Step 3: Click on Contacts
Prerequisites
- Administrator access required
Features
- View and manage contact database
- Add new contacts manually or from imports
- Record contact interactions
- View communication history
- Export contact data
Quick Reference
| Route | admin.crm.contacts |
| Permission | admin_only |
| Category | CRM & Business Tools |