Contacts and companies

A contact is a person your team works with. A company groups the people who work there, so you can see everyone at a customer, and everything they have asked, in one place.

Add a contact

At the top of Contacts, type their Email, and optionally a Name and a Product, then press Add. ContactRoll also adds contacts by itself when a new customer emails your support address. To bring in many at once, use Import from a file.

On a contact's page, press Edit to change their Name, Product, Owner, Company, Status, Plan tier or Email.

Add a company

On Companies, press New company, then Add company. To put a person in a company, open the contact, press Edit and choose it under Company. Each contact belongs to one company at most.

A company's page lists its People and the Cases they have raised, with how many are open, and its deals.

Phone numbers

Contacts and companies can each hold several phone numbers. Press Add a number, type it, and choose a Label: mobile, work, home, main or other.

• Type a number in any usual form. A number without a country code is read in your organization's default country, which an Administrator sets on Team. A number that starts with + and its code is read as that country's.
• The first number is the one to call first. Press Call this first on another number to change it.
• When the same number is also on another record, such as an office line shared by a company and its people, the page says "Also the number of" and links to them.
• Every number is a link: on a phone it dials.

Search finds a contact or a company by any of their numbers.

Marketing consent is its own record

Writing to support is a different thing from agreeing to marketing email. Each contact's page has a Marketing consent panel. It shows "May be sent marketing email" with how and when they agreed, or "No marketing consent on file", in which case marketing email skips them.

To record consent, press Record consent, choose What did they do?, write the Evidence (where the form was, what the box said, who they told), and press Record it. If they ask to stop, press They asked us to stop. A person who unsubscribed stays unsubscribed until they sign up again themselves.

Delete a company

Owners and Administrators see Delete this company… on a company's page. Its people and their cases stay; they stop being grouped under the company. Its deals and tasks stay too. The company's own phone numbers, its notes and its history go with it.