For corporate accounts, a Contact is the person you communicate with at the company. For individual customers, a Contact can be an associated person related to the customer.

1. Business Use Case Examples

• For corporate accounts: The Account is the company (e.g., “Beijing XX Technology Co., Ltd.”), while the Contact is the company representative involved in sales negotiations or after-sales service, such as the procurement manager “Li XX” or the recipient “Wang XX.”

• For individual customers: The Account already represents the primary Contact in the Opportunity. Additional Contacts can be added as secondary participants in the Opportunity. For example, in a real estate transaction where the Account is “Mr. Li,” the Contact could be his spouse or child.

2. Detailed Introduction to Contacts

2.1 Preset Contact Scenarios

• All: Records where:

  • The owner is the current user or their subordinates, OR

  • The Related Teams include the current user or their subordinates, OR

  • The “Data Sharing” rules for Contacts in “Data Permission Management” are configured to share records owned by the current employee, their department, or their user group, OR

  • The data falls under “My Responsible Departments.”

• My Responsibilities: Records owned by the current user.

• Participated by Me: Records where Related Teams include the current user.

• Contacts Unlinked to Accounts: Records owned by the current user with an empty associated Account field.

• Contacts Owned by Subordinates: Records owned by the current user’s subordinates.

• Contacts Participated by Subordinates: Records where Related Teams include the current user’s subordinates.

• Shared With Me: Records shared via “Data Sharing” rules in “Data Permission Management.”

• My Responsible Departments: Records where the current user is the head of their primary department, and the Related Teams’ primary department matches.

  • Note: Whether subordinate data is included depends on “CRM Management > Rule Settings > Basic Settings > Superior Data Visibility Scope.”

Additional Notes:
- CRM admins can view all data.
- Records marked as “Voided” are visible only to CRM admins.

2.2 Contact Business Operations

2.2.1 Creating a Contact

Methods:
1. Manual Creation:
- Entry points:
- Contacts list page
- Associated Account details page > Contacts section
- Associated Opportunity details page > Contacts section
- Associated Visit details page > Contacts section
2. Scanning Business Cards: Create Contacts and Accounts via mobile app.
3. Lead Conversion: Convert Leads to Contacts via the “Leads” list page > Details > More > Process > Convert Lead.
4. Import: See Import Guide.

Duplicate Checking:
- To ensure data validity, the system performs duplicate checks. Configure rules in backend settings.
- Exact Match: Creation fails if duplicates are found.
- Fuzzy Match: Similar Contacts are listed for reference, but creation continues.

Efficiency Tip:
- Use “Save and Create Contact” when creating Accounts to streamline data entry.

2.3 General Contact Operations

• List Page Actions: See Common List Operations.

• Add Sales Records: See Sales Records.

• Common Actions: Reassign ownership, add Related Teams, print, import/export, edit, void, or delete. See Common Operations.

• Collaboration Tools: Forward, schedule Calendar events, set reminders, call, or email.

2.4 Email

• Purpose: Track email exchanges with Contacts.

• Entry Point: “Email” tab on Contact details page.

• Tracking: Sent emails display read/unread status (📖 for read, ✉️ for unread).

• Actions:

  • Filter by “Received,” “Sent,” or “All.”

  • Send emails directly.