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Contacts

Contacts in kpi.com are your customers, suppliers, resellers and etc. This list stores the details of all people who are connected to your company activities. This section allows you to add a new contact, category and mailing list and perform other extra actions as required.

 

Change/Move contacts to Categories

Change or move your contact to the Categories using these features: Copy to Category and Move to Category. To activate them, select the required clients from the list and click on the More dropdown from top menu. Choose the Copy to Category or the Move to Category function and pick the relevant category.

 

Schedule Event/Meeting from Contacts Page

The Add an Activity feature allows you to perform several functions as Log a Call, Add Task, Send e-Mail, Add Opportunity and Send SMS.

See also

Help documents