Contacts
- 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"?