Contacts contains the data of your customers; it is classified as

1. People &

2. Companies.

People consists the information of your customer contact details and Companies consists of the customer company details.


People: -

They are the specific customers or your point of contact that you are selling to from Sales Simplify. These contacts are the backbone of any sales process and any information relating to each contact such as schedule activities or emails will be tracked in the detail view of that Person.

  • People are your customers and contain email addresses and phone numbers.

  • People can belong to an Organization.

  • People can have multiple Deals open for them at the same time.

  • People can be synced with contact Provider, imported from a previous CRM, or import from a CSV.

Company: -

Companies act as larger collections of data in Sales Simplify. All of the People related to a Company will be listed in its detail view in the Company module, including any Notes or Activities performed in relation to any People/Deals related to the Company.

  • Companies are the organizations that your People Contacts work for, and contain information like a mailing address, or industry information.

  • Companies can contain multiple People.

  • Companies can have multiple Deals open for them at the same time.

  • Companies can be related to other Organizations.

  • Companies can be synced with contact Provider, imported from a previous CRM, or import from a CSV.

How to add contacts?

Step 1 - Go to Contacts ->People. click on Add People button. If you not aware of custom fields check this link. custom fields

Step 2 - Provide the details and add save.

  • In the List View of your People or Company tab.
    This will create only one person. When creating a Person, you can either create a new Company to associate with that Person, or choose to associate that Person contact with an existing company.

  • From within the Detail View of a specific Company.
    Adding a Person contact will associate this new Person contact with the company you are currently viewing.

Importing Contacts

Admin Users in the Sales Simplify company account can also import a spreadsheet of contacts, bringing your existing contact list with you into Sales Simplify. Click here to know more about Import or Export.

Company

Step 1 - To create a Company, click on create company button. This will open pop up.

Step 2 - Provide details and save the company.

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