As contacts we describe any person related to your accounts. In a contact record, you keep all the relevant information you have about your business contacts: phone numbers, mail address, position, supervisor, etc. You also have the option to connect your contact's record to his or her social profiles.
Example of a Contact Record
Here you can see the example of a contact record:
- In the top section, you find the Contact Details such as name, title and contact information.
- In the second part, headed Open Activities, you can create tasks, events and meetings related to this contact. For example, you could add a task, reminding yourself to send Ms. Summer a card, thanking her for the organization of the last meeting.
- The third section, the Activity History, is the right place to store information about past activities: create records of calls, mails, etc. This is especially helpful i.e. if you work in a team and your co-workers need to know what kind of agreements have been made.