Contacts

Below is a list of client contacts, featuring key individuals from various companies with whom you regularly communicate. All contacts in the system are organized as related to clients, companies, and customers, following this structure:

Company A

• John Doe (Marketing Manager)

• Jane Smith (Sales Lead)

Company B

• Michael Brown (Account Executive)

• Emily Davis (HR Coordinator)

If a contact is marked as "Primary," all automated notifications through Automation will be sent exclusively to this person. If the "Primary" label is not set, all listed contacts for the client will receive the notifications

Contact Person Details

This form includes contact information such as job title, phone number, email addresses, social media profiles, and additional notes.

Communication means

Easily access and utilize all client contact details including phone numbers, emails, and social media profiles, along with any additional notes. This feature allows you to make calls, send texts, emails, or messages with a single click.