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?
- 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 contact hierarchy?
- Where do I view contact hierarchy?
- How do I transfer a deal and its contacts to a different sales rep?
- Can I export contacts in bulk?
- 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?