Financial Services Creatio, customer journey edition
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The [Contacts] section

Contacts in Creatio are the contact persons of your customers and partners , employees and other business and personal contacts.

Use the Contacts section to manage information about contacts, group them by various parameters, analyze the history of interactions with customers, and view the resulting statistics.

Views

The section has several views:

  • btn_com_list_view.png – list of contacts. Displays contacts as a list of records. All list columns are described below in the context of the contact page.

  • btn_com_analytics.png – analytics on contacts. Displays charts, indicators and ratings for analyzing contacts.  

Contents

Contact page

Record profile

The [General information] tab

The [Employment] tab

The [Timeline] tab

The [History] tab

The [Attachments and notes] tab

The [Feed] tab

Finding and merging contact duplicates

The actions in the [Contacts] section

Contact age calculation

Percentage of profile completion

See also

The [AccountsLegal entitiesOrganizations] section > Finding and merging duplicates

Integration with the MS Exchange service

Integration with Google services

Integration with social networks

Contact profile enrichment

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