Contacts

Contacts represent the people you interact with in your business. Each contact can be linked to companies, deals, invoices, quotes, and more.

Creating a Contact

1. Navigate to CRM > Contacts.
2. Click New Contact.
3. Fill in the details:
   • Name — First and last name.
   • Email — Primary email address.
   • Phone — Phone number.
   • Company — The company they belong to.
   • Job Title — Their role or position.

Contact Detail View

Click on a contact to see their full profile, organized into tabs:

• Overview — Summary of contact details, recent activity, and key information.
• Notes — Add and view notes about interactions.
• Tasks — Create tasks related to this contact.
• Deals — View all deals associated with this contact.
• Emails — Track email correspondence.
• Invoices — View invoices linked to this contact.
• Quotes — View quotes sent to this contact.
• Report — Activity summary and engagement metrics.

Linking Contacts

Contacts can be linked to:

• Companies — A contact belongs to one or more companies.
• Deals — Associate contacts with active deals.
• Invoices & Quotes — Automatically linked when you create invoices or quotes for a contact.

Importing Contacts

You can bulk import contacts from a CSV file. Navigate to the contacts list and use the import option to upload your file. Map the columns to Qyri fields and review before confirming.