Teal CRM Version: v1.0


The Contacts module allows you to manage and view contacts that are associated to an account within Teal as well as the ability to create a new Contact.

Viewing List of Contacts


The Contacts page shows you a list of all accounts within Teal CRM.

Contacts_List_View.png


You have the ability to check multiple contacts at once to perform a mass update, a name column displaying the name of the contact, the job title that the contact has within an account, their mobile phone number, office phone number, type of contact, their email address, and an actions column.

In the Actions column you have the ability to edit the contact record by clicking on the blue pencil icon  or deleting the record by clicking on the blue "X" icon .


Viewing List of Contacts


To view more information about an contact record, simply click on the name of the contact that's displayed in blue.


Contacts_Overview_Page.png


You will then be brought in to the contact record page where you can view more information about the contact such as their job title, birthdate, email address, work phone, as well as modules within Teal that have record information relating to the contact, and an Activity Feed where you can post updates for others to view regarding the contact (i.e. when you phoned the contact, future follow-up calls, etc.)