Incep Digital
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Records5 min read

Contacts and companies

A company is a business you deal with. A contact is a person, usually at one of those companies. Leads, opportunities, clients, projects and invoices all reference one or both, so these are the records worth keeping tidy.

Companies

/dashboard/companies

The companies list is searchable and sortable. Opening one shows its contacts, leads, opportunities, projects and audits in one place, which is usually the fastest way to answer "where are we with these people".

Tip: You do not have to create a company before a lead. A lead can carry a plain company name and be attached to a proper company record later.
Every business you deal with, searchable and sortable.

Contacts

/dashboard/contacts
Name and role
Who they are and what they do at the company.
Email, phone and WhatsApp
Each is unique within your organization, so the CRM will stop you creating the same person twice.
Company
Optional. A contact can exist without one.
Marketing consent
Recorded separately from the contact details, and consulted before any data is shared with ad networks.
Note: Consent is deliberately three state: recorded, explicitly refused, or never asked. A contact you have never asked is not treated as consenting.
The people behind the companies, with their channels and consent.

Tags and custom fields

/dashboard/settings/custom-fields

Both companies and contacts accept tags for ad hoc grouping, and custom fields for the things your business tracks that the standard form does not cover. Custom fields are defined once under Settings and then appear on the records you enabled them for.

Deleting a record

/dashboard/trash

Deleting a company or contact moves it to Trash rather than destroying it. It disappears from lists and searches immediately, and can be restored from there.