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Contacts

4 min. readlast update: 01.05.2026

Sales Management – Contacts

Module: Sales Management → Contacts

The Contacts module allows users to register, manage, and track individuals involved in sales interactions.
A Contact may represent a prospect, lead, client representative, or any person relevant to the commercial relationship.

Contacts include identity details, engagement lifecycle status, related information (bank accounts, addresses, emails, phone numbers), and documentation.

Note:
All records and examples displayed in the screens are illustrative only.
Actual values depend on each organization’s configuration.

Access Path

Sales Management → Contacts

1. Purpose of the Contacts Module

This module is used to:

  • Register and maintain contact information
  • Track a person’s journey from Lead → Qualification → Proposal → Negotiation → Conversion
  • View and update the lifecycle stage based on predefined configurations
  • Associate accounts, reasons, and segmentation categories
  • Manage related data, such as email addresses, phone numbers, and bank information
  • Upload and store important documents

The Contacts module provides a complete overview of the individual’s relationship with the company throughout the sales cycle.

2. Landing Screen Overview

The landing page displays all existing contacts in a list format.

Main Columns:

  • Name – Contact name
  • E-mail – Primary email address
  • Number – Primary phone number
  • Company – Company (Tenant-Wide or specific)
  • Status – Engagement status (e.g., Open, Closed)
  • ...

Available Actions:

  • Add Contact
  • Filter and sort records
  • Export records
  • Adjust visible columns

A dashboard at the top provides grouped indicators, such as:

  • Open Contacts
  • Closed Contacts

3. Creating a Contact

Click Add Contact to open the creation form.

3.1 Required Fields

Field Description
Name Main identifier of the contact.

3.2 Optional Fields

Field Description
Company Defines whether the contact belongs to a specific company or Tenant-Wide.

Once saved, the system redirects to the Contact Details page, where all additional information can be entered.

4. Contact Details

The Contact Details page is divided into:

  • Top Information Panel
  • Client Engagement Lifecycle
  • Details Tab
  • Documents Tab

4.1 Top Information Panel

Fields include:

Field Description
Name* Contact’s registered name
Full Name Complete legal or preferred name
Scoring Numeric scoring value related to internal evaluation
Segmentation Market or internal segmentation (dropdown)
Assigned Accounts Accounts associated with this contact
Reason Code Reason for engagement or classification
Company Tenant-Wide or company-specific
Lifecycle Engagement lifecycle template applied

All fields except Name are optional and depend on organizational configuration.

5. Client Engagement Lifecycle

This section displays the full lifecycle path that the contact follows.

It is divided into categories such as:

  • Lead Generation
  • Lead Qualification
  • Proposal Stage
  • Negotiation
  • Conversion

Each category displays one or more engagement steps, such as:

  • New Lead
  • Contacted
  • Interested
  • Qualified
  • Proposal Sent
  • Proposal Follow-Up
  • Negotiation Started
  • Contract Drafted
  • Client Onboarded
  • Closed – Won

Important:
These lifecycle stages:

  • Are not editable inside the Sales Management module

  • Are defined in:
    Control Center → Sales Management → Contact → Contact Lifecycle

  • The examples shown above are only examples, depending entirely on the organization’s parametrization.

Users can update the contact’s stage by clicking on a lifecycle step.
Actions may trigger updates in sales metrics or dashboards.

6. Details Tab

The Details tab contains four subcomponents:

6.1 Bank Accounts

Allows registering the contact’s bank accounts.

Fields:

Field Description
Name* Bank account label
IBAN* International Bank Account Number
SWIFT Bank identification code

6.2 Addresses

Allows storing multiple addresses.

Fields:

Field Description
Address* Street or address text
Country / State / City Optional geographic fields
Zip Code* Postal code
Locality* Town or district
Type Billing, shipping, personal, etc.
Primary Marks as main address

6.3 E-mails

Allows adding multiple email addresses.

Fields:

Field Description
E-mail* Email address
Type Business, personal, billing, etc.
Primary Marks the main email

6.4 Phone Numbers

Stores multiple phone numbers.

Fields:

Field Description
Number* Phone number
Type Mobile, office, home, etc.
Primary Marks the main phone number

7. Documents Tab

The Documents tab allows attaching files relevant to the contact, such as:

  • Contracts
  • Identification documents
  • Proposals
  • Notes and supporting materials

Upload, preview, download, and deletion options are available.

8. Recommendations

  • Always maintain at least one primary email and phone number.
  • Keep lifecycle stages updated to increase sales visibility.
  • Use segmentation to support analytics and marketing targeting.
  • Associate accounts early to ensure consistent reporting across the Sales module.
  • When multiple addresses or emails exist, clearly set the “Primary” flag.

9. Summary

The Contacts module centralizes all information related to individuals involved in sales activities.
It plays a key role in:

  • Lead management
  • Qualification and engagement tracking
  • Proposal and negotiation follow-up
  • Client onboarding
  • Sales reporting and analytics

Together with lifecycle configuration from the Control Center, it provides a structured and consistent contact management process.

Related Articles

Sales Management – Accounts
Sales Management – Opportunities
Sales Management – Estimations
Sales Management – Proposals
Control Center – Sales Management – Contact Lifecycle

 

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