How to Work with Personal Contacts

Introduction

Personal contacts are used to store and manage individual people in your CRM, such as employees or consultants. You can organize them by type, view related data, and link them to accounts or partners.

Target audience

User

Prerequisites

You must have access to the CRM section and permission to manage personal contacts.

Context

Personal contacts help you manage individuals such as employees or consultants in your CRM. They store phone numbers, email addresses, and other personal details.

Steps

Create a new personal contact type

1. Go to the Global menu >> CRM.
2. In the right sidebar, click Personal Contacts.
3. Click Personal Contact Types.
4. Click New Personal Contact Type.
5. Fill out the form and click Save.

Create a new personal contact

There are two ways to create a personal contact:

• As a new employee (from an account)
• As a new consultant (from a partner)

Create a new employee

1. Open an account.
2. In the right sidebar, click New employee.
3. Fill in the form and click Save.

Create a new consultant

1. Open a partner.
2. In the right sidebar, click New consultant.
3. Fill in the form and click Save.

View and edit a personal contact

1. Open the personal contact.
2. Use the right sidebar to:
   • Edit the contact
   • Delete the contact
   • Anonymize the contact
   • Add a new task related to the contact

Filter personal contacts

1. In the right sidebar, click Data.
2. Use filters to find contacts.
3. Click Saved filters management to:
   • Create new filters
   • Edit or delete saved filters

Tips and corner cases

Conclusion

Now you know how to create, manage, and organize personal contacts in Easy8. These contacts help you keep track of key people and stay connected with internal and external stakeholders.

Related Topics and Further Reading

• How to Work with Accounts (How-To)
• How to Work with Partners (How-To)
• Overview of B2B CRM in Easy8 (Explanation)

How would you rate this article?