Omnir

Contacts

Find, create and work with the people you deal with.

Contacts are the people you work with: customers, prospects, partners and vendors. Every interaction with a person belongs here.

Finding a contact

  1. 1
    Click Contacts in the sidebar.
  2. 2
    Type a name, email or phone number in the search box under its column header, then press Enter.
  3. 3
    Click a column header to sort, for example by last name.
  4. 4
    Choose or create a filter to narrow the list by organization, owner or any other field.

Creating a contact

  1. 1
    Click Add Contact at the top of the Contacts list, or use + in the top bar.
  2. 2
    Fill in the important fields:
    • First and last name (last name is required)
    • Organization — the company they work for
    • Primary Email — used for all email
    • Office Phone and Mobile Phone
  3. 3
    Add what helps your team:
    • Title and department
    • Assigned To — the colleague who owns the contact
    • Description — notes about the person
  4. 4
    Click Save.
Tip:Always link a contact to an organization. You can then see everyone at a company in one place.

The contact’s page

PartWhat it holds
SummaryKey fields, upcoming activities, recent comments and documents.
DetailsEvery field: name, title, email, phone, organization, addresses, description.
ActivitiesCalls, meetings and tasks linked to the contact.
EmailsEmails sent to the contact, with opens and clicks when tracking is on.
Related tabsOpportunities, tickets, quotes, projects, documents and more.
Comments and UpdatesNotes from your team (Comments) and a log of every change (Updates).

Logging an activity

Log every call, meeting and task here, so the full history stays with the person.

  1. 1
    Open the contact.
  2. 2
    In the Activities tab, click Add Event for a call or meeting, or Add Task for a to-do.
  3. 3
    Fill in the subject, date and time, and any notes.
  4. 4
    Click Save.

Editing a contact

Click the pencil next to any field on the contact’s page to change just that field, or click Edit at the top to change several at once. In a list, the pencil in a cell edits that value directly.

Key contact fields

FieldWhat it is for
First / last nameLast name is required.
Title, departmentTheir job and team.
OrganizationLinks the contact to a company.
Primary email, secondary emailHow to write to them.
Office phone, mobile phoneHow to call them.
Assigned ToThe colleague responsible for the contact.
Lead sourceHow the contact reached you.
Do not callTick it if they asked not to be called.
Email opt outTick it to keep them out of marketing email.
Important:Search before you create a contact, to avoid duplicates. The email address is the best thing to search for.
PreviousThe DashboardNextOrganizations

Still stuck? Ask your administrator, or email support@omnir.com. All guides