Sales - Contacts

Purpose

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.

The landing page provides two different views for managing contacts:

• List View – Displays all contacts in a searchable and sortable table.
• Board View – Presents contacts grouped by their current engagement stage, providing a visual overview of the sales pipeline.

The page also includes a dashboard with lifecycle indicators that display the number of contacts currently in each major stage, such as:

• New
• Contacted
• Interested
• Qualified
• Negotiation
• Lost
• Closed
• won

These indicators provide a quick overview of the current distribution of contacts throughout the sales process.

Available Actions

Users can:

• Add Contact
• Refresh the list
• Apply filters
• Export records
• Configure visible columns
• Switch between List and Board views

3. Creating a Contact

Click Add Contact to open the creation form.

3.1 Required Fields

3.2 Optional Fields

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 organized into four main areas:

• Contact Information
• Client Engagement Lifecycle
• Details
• Documents

The top section stores the contact's general information and classification.

💡Tip: Fields available in this section may vary depending on your organization's configuration

5. Client Engagement Lifecycle 

The Client Engagement section displays the complete sales journey configured for the selected lifecycle.

The lifecycle is organized into business phases, for example:

• Lead Generation
• Lead Qualification
• Proposal Stage
• Negotiation
• Conversion
• Post-Sales
• Retention

Each phase contains one or more status steps.

Example:

Lead Generation

• New Lead
• Contacted

Lead Qualification

• Interested
• Qualified

Proposal Stage

• Proposal Sent
• Proposal Follow-Up

Negotiation

• Negotiation Started
• Contract Drafted

Conversion

• Client Onboarded
• Closed – Won

Post-Sales

• Ongoing Engagement
• Upsell Opportunity

Retention

• Renewal Discussions
• Loyal Client

Users can update the current contact stage by selecting the appropriate lifecycle status.

The active stage is highlighted, allowing users to quickly identify the contact's current position within the sales process.

💡Important

Lifecycle definitions are configured in:

Control Center → Sales Management → Contact → Contact Lifecycle

The phases and statuses displayed in this article are examples only and depend entirely on your organization's configuration.

6. Details Tab

The Details tab contains four subcomponents:

6.1 Bank Accounts

Allows registering the contact’s bank accounts.

Fields:

6.2 Addresses

Allows storing multiple addresses.

Fields:

6.3 E-mails

Allows adding multiple email addresses.

Fields:

6.4 Phone Numbers

Stores multiple phone numbers.

Fields:

7. Relations

The Relations section allows users to create business relationships between contacts.

A relation can be used to identify how two contacts are connected within the organization or sales process.

When creating a relation, users define:

Examples include:

• Decision Maker
• Technical Contact
• Financial Contact
• Assistant
• Legal Representative

Note: Available roles depend on the organization's configuration.

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