Contacts

At the heart of every business opportunity or interaction is a person. Learn how you can use the Contacts entity in EspoCRM to maintain a personalized and professional relationship with every individual in your database.

In this video guide, you’ll find out how to:

• create and manage customer and business contacts;
• connect contacts to cases, opportunities, accounts, and target lists,
• maintain a complete history of emails, calls, meetings, and tasks;
• use Stream to track recent activity and collaborate;
• follow contacts to get notifications about recent updates.

Build a contact database that works for you.

• Accounts
• Contacts
• Leads
• Opportunity Tracking
• Calendar and Activities
• Data Import
• Using Print to PDF
• Reports and Analytics
• Data Export
• Security Roles
• Entity Manager
• Dynamic Logic Configuration
• Working Time Calendar Organization
• Meeting Scheduler Configuration
• Web-to-Lead Guide
• Customer Portal Administration
• Workflow Management
• Business Process Management (BPM)