Overview
Track the individual people your team communicates with.
Main purposeTrack the individual people your team communicates with.
Important areasContact list, contact details, company link, owner, notes, CSV import and export.
Business valueAccurate contacts improve follow-up, campaign quality, and customer service handover.
Where To Find It
Common Path: Customers > Contacts
Exact access can depend on your QCRM role. If the menu item is not visible, ask an administrator to review your permissions.
How It Works
- Contacts hold person-level details such as name, email, phone, company, job title, owner, and notes.
- Contacts can be searched, imported, exported, and linked to sales or service records.
- A contact can be turned into a lead when the person becomes a sales opportunity.
Main Areas
| Area | What It Is Used For |
|---|---|
| Contact list | Search, filter, import, export, and open contacts. |
| Contact details | Shows person information and related activity. |
| Import CSV | Loads contacts from a comma-separated file. |
| Export CSV | Downloads contacts for review or external processing. |
Important Fields And Controls
| Field Or Control | What It Means | When To Use It |
|---|---|---|
| First and last name | The contact's personal name. | Required for useful searching and communication. |
| Primary email address. | Required and used for unique contact identity in many workflows. | |
| Phone | Direct phone number. | Use when calls are part of the sales or support process. |
| Company | Organization connected to the contact. | Use to group people under the right account. |
| Job title | The contact's role. | Use to understand buying or support responsibility. |
| Owner | Responsible QCRM user. | Use when contact follow-up belongs to a specific employee. |
Recommended Workflow
- Search contacts before adding a new person.
- Create the contact with name, email, phone, company, job title, and owner.
- Add notes that explain the relationship or preferred communication method.
- Use Import CSV for approved contact lists and review skipped rows after import.
- Use Export CSV when another business process needs the current contact list.
Best Practice
- Use real email addresses whenever possible because email is the strongest contact identifier.
- Do not use notes for private or sensitive information unless your company policy allows it.
- After importing, review skipped rows instead of assuming every row was loaded.
Troubleshooting
- If import skips rows, check required name and email columns in the CSV.
- If export does not start, check browser download permissions.
- If a contact appears duplicated, compare email, company, and phone before editing.
FAQ
Can I import contacts from Excel?
Save the spreadsheet as CSV first, then use Import CSV.
Should I delete old contacts?
Usually mark records inactive or clean them up according to company policy so history is not lost.