Contacts in Creatio are the contact persons of your customers and partners , private customers, 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:
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– list of contacts. Displays contacts as a list of records. All list columns are described below in the context of the contact page. -
– analytics on contacts. Displays charts, indicators and ratings for analyzing contacts. Read more >>>
Contents
The [Communication channels] tab
The [Attachments and notes] tab
•Relevance of communication options
•Folders in the [Contacts] section
•Finding and merging contact duplicates
•The actions in the [Contacts] section
•Analytics in the [Contacts] section
•Percentage of profile completion
See also
•The [AccountsLegal entitiesOrganizations] section > Finding and merging duplicates
•Integration with the MS Exchange service
• Integration with Google services
