FAQs in this section
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 at once?
Can I export my Contacts to an external source?
Can I duplicate a Contact record?
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?
Can I create a Contact using Quick Create?
How do I identify if a Contact is a Lead or a customer?
How do I convert a Contact into a customer?
What does a Contact's Lifecycle Stage field indicate?
What is Contact Hierarchy?
How do I set up a Contact Hierarchy?
Where do I view the Contact Hierarchy?
How do I transfer a Deal and its Contacts to a different Sales rep?
I want to export only a few Contacts. How can I do that?
How do I delete many Contacts at once?
What are the different ways to create a Contact?
Is it possible to convert a "Contact" to "Organisation"?
How can I find out when and how I last contacted a contact in the Contact module?
Who is the appropriate contact person to whom we should send the document?
How do I mark a Contact’s Last Contact date as today?

To whom should I reach out for the Data center region location migration?

Please contact our support team at [email protected] to migrate the CRM account to a new Data Center.

Home Privacy Policy Terms of Service Security Center Policy & Legal Center Contact Us
© Copyright 2025 Vtiger. All rights reserved.
Powered by Vtiger
Facebook Twitter Linkedin Youtube