Contacts

DMF 1604** TOOLS CONTACTS CONTACTS

Important

This feature requires the feature flag Portail ventes Domain > Portefeuille Label.

A contact record sheet makes it possible to define a person’s information within a customer or a company, such as their identity, contact details, and the history of their actions.

Contact record sheets can be accessed from:

  • the Contacts view of the customer/prospect and opportunity record sheets.
  • the quick organization and contact search located in the Sales Portal's upper bar from the CRM module and the Action Manager screen.

Important

This evolution requires enabling the following feature flag: Portail ventes Domain > Recherche Comptes Et Contacts Label.

Reference

For more information about quick organization and contact search, see Quickly searching for organizations and contacts.

When a contact record sheet is opened, the header banner is displayed at the top of the screen.

It contains the main information of the contact and gives access to different views:

Item Description
Title line

Displays the title, first name, last name and code of the contact.
Sub-title Displays the name of the site and customer.
Contact's specific features

Displays the information checked from the header information > Specific features of the site, among:

  • Decision-maker
  • Main contact
  • Financial contact
  • Sales contact

For more information, refer to Specifics about customer site.
Views

A contact record sheet can be displayed in different views depending on the need.

Click on the desired view to display it.

Reference

For more information about the views of the contact record sheet, refer to Managing views.
Contact details

Displays the contact's landline and mobile phone numbers and email address.

Clicking on the , and icons allows you to call the contact or send an email to them (see Calling or emailing a contact).

The customer or prospect record sheet screen can be displayed in different views depending on the need.

The available Views are displayed on the left of the upper banner of the customer or prospect record:

View Description
Header

Allows you to display header information and the left pane that contains the following information:

  • General information;
  • Linked documents;
  • Custom data.

Reference

For more information about the Header view of the contact, refer to Managing the Header view of a contact.
Activities

Allows managing actions and displaying the history of the contact.

Reference

For more information about the Activities view of the contact, refer to Managing the Activities view of a contact.