Manage Contacts

Product Zbix CRM · Version 1.2.0 · Source reviewed · Reviewed 28 October 2026
Audience CRM users and sales teams · Deployment All supported models

Overview

Contacts store the people associated with customer Accounts. A Contact can hold role and communication details and be selected as the primary Contact on a Deal.

Purpose

Keep the right person connected to the right organization and opportunity.

Prerequisites

• Contact view/create/edit permission.

• Access to the Account you intend to link.

Procedure

1. Open CRM > Contacts and search the person’s email or name.

2. Select Create contact. Enter Last name and optional First name, Email, Phone and Mobile.

3. Add Job title and Department so colleagues understand the person’s role.

4. Select the Account through the lookup, review Description and custom fields, then save.

5. Open related Deals and choose this Contact only where its Account matches the Deal’s Account.

6. Use notes or Activities to preserve communication context rather than repeatedly replacing identity fields.

Expected result

The Contact has a clear identity and, where selected, an Account relationship.

Screenshots and diagrams

SS-012 · Contacts list. Demonstration capture, 28 October 2026. Select the image to enlarge.

Important notes

• Last name is required in the standard form. Email is validated when supplied.

• Duplicate email checks apply to active Contacts within the organization.

• The Contact list’s linked/unlinked counters can help find records needing Account association.

Troubleshooting

• Duplicate email: locate or request access to the existing Contact.

• Contact cannot be selected for a Deal: correct the Account relationship.

• A name-only match is ambiguous: verify email and organization before linking.

Related articles

• Manage Accounts

• Manage Deals and pipeline stages

• Record tasks calls and meetings

• Create and send Email Activities