Overview: Contacts

Use the Contacts tab to create and manage contacts. Each contact can have activities, bookings, volume contracts, and accounts associated with it.

When you create a new contact, you are the contact owner. The contact owner can modify any of the contact details. Contact security is inherited from account security. If a contact is not associated with an account, the contact is private and visible only to the owner. For more information on account security, see Overview: Accounts.

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Create contacts

Edit contacts

View contact details

Add activities

Add a primary contact to an account

Create bookings

Create volume contracts

Add notes and attachments

Delete contacts

Change the contact owner

Use the Contacts Home page