Contacts represent individuals you communicate with directly during sales, cases, or business opportunities, or individuals you interact with at your existing companies. In Robosme, contact records are managed in association with Companies, Leads, Sales, and Cases. This way, all processes become traceable through individual contacts.

A contact record can be a representative of a potential lead, an employee of an existing company, or the addressee of a process. Thanks to this structure, Lead, Company, and Contact records in your system progress in an interconnected manner.

Relationship with Company

A contact is actively associated with a single Company. This relationship usually represents the company where the contact works. If the contact changes companies, previous relationships can be tracked through the Company–Contact history.

In necessary scenarios, it is possible to associate a contact with different companies through different roles (for example, working as an employee at one company and appearing as a partner at another). However, the recommended usage is to manage the contact as actively linked to a single company.

Contact Information

The contact record is used not only to keep contact information but also to understand the contact's position within the organization and their impact on processes. This way, communication can be established with the right people at the right time, and sales and case processes progress more healthily.

On the contact:

• Position within the organization
• Department and job title
• Role in decision-making processes (decision maker, influencer, implementer, etc.)
• Professional information such as occupation and education

can be stored. These fields can be customized by the system administrator and expanded according to business processes.

Address and Contact Information

Address and contact information on the contact record is kept as fundamental data supporting communication and relationship processes.

Address Management

• A Primary Address can be defined for each Contact
• If multiple addresses are to be kept, new address records can be added from the Addresses section
• The information in the Address tab of the Contact form belongs to the primary address
• Edits made in this field directly update the primary address
• The primary address can be changed from the address list

Contact Information

• Phone, email, and similar contact information is kept on the contact record
• This information is used in association with activities, sales, and cases
• Communication permissions (email, SMS, call, etc.) can be marked on a field basis