Contacts

The Contacts page lists the people you deal with at your leads and entities, in one list. Open it from CRM > Contacts.

Contacts are added on the Contacts tab of a lead or an entity. When a lead is converted into an entity, its contacts are copied to the entity, so the same person is then listed twice: once as a lead contact and once as an entity contact.

Find a contact

1. Select Filters to open the filter panel, if it is closed.
2. Enter or select the filters you need.
3. Select Search.

Reset clears the filters. TrakIT remembers your filters for the next time you open the page.

Filter	Finds
Name / Email / Phone	Contacts whose name, email address or phone number contains the text.
Type	Lead Contacts or Entity Contacts, or — All Types —.
Primary Only	Only the primary contacts.

The list

Above the list, the page shows how many contacts match, for example 40 Found. The list shows 25 contacts per page, the most recently changed first. Select Name, Designation, Phone, Email, ID Number, Parent or Changed in the heading to sort by that column. Deleted contacts are not listed.

You see the contacts of the leads whose responsible company is one of your companies. If your role has Read in the Entity Management section, you also see the contacts of the entities whose responsible company is one of yours, or that are set up for one of your companies on their Per Company tab. System administrators see all contacts.

Column	Shows
Name, Designation	The person’s name and job title.
Phone, Email	How to reach them.
ID Number	An identity number, if one was entered.
Primary	A green check for a primary contact.
Type	Lead or Entity: whose contact it is.
Parent	The lead or entity, with its code. Select it to open the lead or the entity.
Changed	How long ago the contact was last changed.

Change a contact

Select a contact’s row to open it. A contact you can change opens as Edit Contact; any other contact opens as View Contact, without Save or Delete Contact:

• a lead contact can be changed if your role can update leads, and deleted if it can delete leads, until the lead is converted into an entity;
• an entity contact can be changed and deleted if your role can update entities and the entity’s responsible company is one of your companies.

To change a contact:

1. Select the contact’s row.
2. Edit Contact shows whose contact it is, for example Lead: followed by the lead’s code and company name. Change the Name (required, up to 100 characters), Designation, Phone, Email, ID Number or Social / LinkedIn URL. TrakIT adds https:// to a web address that does not start with it.
3. Select or clear Primary Contact.
4. Select Save.

To delete a contact, select its row, then the cross (Delete Contact) at the bottom left. The contact is deleted at once.

You cannot add contacts on this page: add them on the lead or the entity.

Message	What to do
Contact Name is required	Enter the name.
Social URL is not valid	Correct the web address.

Who can use this page

Your role needs Read in the Leads section to open the page. These permissions decide what you can see and change:

Section	Permission	Allows you to
Leads	Read	Open the page and see lead contacts.
Leads	Update	Change lead contacts.
Leads	Delete	Delete lead contacts.
Entity Management	Read	See entity contacts.
Entity Management	Update	Change and delete entity contacts.