Contacts in bpm’online sales — 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.
•
– contacts dashboards. Displays charts, indicators and ratings that can be used to analyze contacts. Read more >>>
Contents
The [Attachments and notes] tab
•Finding and merging contact duplicates
•The actions in the [Contacts] section
•Analytics in the [Contacts] section
•Percentage of profile completion
See also
•The [Accounts] section > Finding and merging duplicates
•Integration with the MS Exchange service
• Integration with Google services
•Integration with social networks
Video tutorials
