Contacts Overview

The Contacts module is your directory of individuals — the people your organization interacts with. Contacts can be customers, prospects, partners, vendors, or any individual relevant to your business.

What are Contacts?

Contacts represent individual people in Intellicon CRM. They are distinct from Accounts, which represent organizations. A single account may have many associated contacts (e.g., multiple employees at a company).

Contacts are linked across the platform — they can be associated with leads, opportunities, tasks, emails, and more. When you convert a lead, a contact is automatically created from the lead's information.

Contact Fields

Every contact has the following standard fields:

Field	Description
First Name	The contact's first name
Last Name	The contact's last name
Email	Primary email address
Phone	Primary phone number
Mobile	Mobile phone number
Job Title	Role or position at their organization
Department	Department within their organization
Company	Company name (may link to an Account)
Address	Street address, city, state, zip, country
LinkedIn	LinkedIn profile URL
Twitter	Twitter/X handle
Website	Personal or professional website
Description	Free-text notes about the contact
Date of Birth	Birthday
Source	How the contact was acquired (web form, referral, etc.)

Custom Fields

Your administrator can create custom fields for the Contacts module to capture data specific to your business. Custom fields appear in configurable groups on the contact detail page.

Examples of custom fields:

• Preferred contact method (dropdown)
• VIP status (checkbox)
• Account manager assignment (user lookup)
• Last purchase date (date picker)

info

Custom fields are managed by administrators under Admin > Custom Fields. If you need a field that does not exist, request it from your admin.

Contact Statuses

Contacts can have statuses to indicate their current state in your workflow. Status values are configured by your administrator and may include:

• Active — current, engaged contact
• Inactive — no longer active but retained for records
• Lead — not yet qualified
• Customer — existing customer
• Prospect — potential customer

Contact Ownership

Each contact has an owner — the user responsible for managing the relationship. Ownership determines:

• Who sees the contact in "My Data" views
• Who receives notifications about the contact
• Reporting attribution

tip

Contact ownership can be changed by editing the contact and selecting a different owner from the user dropdown. Depending on your role, you may only be able to assign contacts to yourself or to members of your team.

For instructions on creating, searching, and managing contacts, see Managing Contacts. For details on the contact detail page, see Contact Detail Page.