FAQs in this section
What is the People module?
Who is a Contact?
Can my contact be an organization?
How do I create a contact?
Can I add a contact with only a few details and add more details later?
How can I add hundreds of contacts?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I see the number of deals related to a contact?
How can I assign a contact to a rep?
How can I change a contact back to a lead?
If a Contact moved to another Organization (Company), how should we deal with it?

Where do I set the customer support period for a contact?

The customer support period can be set for a contact in the contact record.
  1. Click the Main Menu.
  2. Go to the Essentials tab.
  3. Select Contacts.
  4. Open a contact record and click the Deep Dive button.
  5. Look for the Support Start Date and Support End Date fields and set the support period.
  6. Click Save.

The contact's support period ends on the date specified under Support End Date. They will not be able to access the customer portal beyond this date.
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