Contacts & Companies
Track the people and organizations you do business with.
Create company
An authorized user creates a new Company record, with optional duplicate detection warnings.
Create contact
An authorized user creates a new Contact linked to an existing Company.
Detect and merge duplicate contacts
System identifies potential duplicate Contacts. An authorized you review and merges them, keeping a primary record and consolidating all related entities.
Detect and merge duplicate companies
Two Company records are merged into one, consolidating all contacts, opportunities, tickets, and activities.
Import contacts or companies via CSV
An authorized you upload a CSV file to create or update multiple Contact or Company records using a guided field mapping wizard.
Export list view data
An authorized user exports the current filtered/sorted list view to CSV or Excel.
Delete company with cascade
An authorized user soft-deletes a Company, cascading the deletion to all associated Contacts.