🤵Contacts

Overview

The Contacts feature in ClosingDealz provides a structured way to manage and organize contact information linked to your leads. Instead of handling disconnected records, all contacts are directly associated with leads, ensuring seamless relationship tracking and better sales communication.

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How Contacts Work

• Lead-Linked Contacts – Every contact in the CRM is connected to at least one lead.

• Multiple Contacts Per Lead – A single lead can have multiple associated contacts, such as different decision-makers or stakeholders.

• Shared Contacts Across Leads – The same contact can be linked to multiple leads, making it easier to track relationships across different opportunities.

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Managing Contacts

• View & Search Contacts – Easily find and manage all contacts in a structured list format.

• Edit & Update Information – Modify contact details directly from the contact list.

• Quick Access to Leads – Each contact entry links back to the associated leads for faster navigation.

The Contacts feature ensures that every interaction is connected to the right opportunity, giving you a clearer picture of your relationships and sales potential.