The [Contacts] section

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:

•  – 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

•Contact page

Record profile

The [General information] tab

The [Employment] tab

The [Timeline] tab

The [History] tab

The [Communication channels] tab

The [Attachments and notes] tab

The [Feed] 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

•Contact age calculation

•Percentage of profile completion

See also

•The [Legal entities] section > Finding and merging duplicates

•Integration with the MS Exchange service

• Integration with Google services

•Integration with social networks

•Contact profile enrichment