Contact Management

The Contact Dashboard centralizes every contact across all accounts and leads, showing Department, Designation, Email, Mobile Number, and linked Account in one searchable grid; new contacts are created through a structured form linking them to a Lead and/or Account.

Why contacts get their own dedicated management layer: an account is an organization, but you never actually talk to an organization—you talk to a person inside it. Hoicko CRM separates Contacts from Accounts specifically so that one organization can have multiple stakeholders (a procurement manager, a finance contact, and a logistics coordinator), each with their own communication history, while still rolling up under the same account.

Contact Dashboard—key highlights: centralized contact listing and management across the entire CRM; Department, Designation, Email & Mobile Number visible at a glance without opening each record; Lead and Account mapping visible per contact, so relationship context is never lost; quick search and filter access for fast lookup.

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Creating a new contact—full field list:

1. Go to Contacts → New Contacts.
2. Fill in the name, link to a lead and/or lead name if relevant, and link to an account (required).
3. Add Designation and Department.
4. Add email and mobile number (both required), plus optional WhatsApp number.
5. Fill in Address, City, Region, Country Name, and Region Name.
6. Select a Contact Type.
7. Click Submit.

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The Contact Detail View: opening any contact shows its About panel (Name, Department, Designation, Accounts), quick-action icons for Ticket, Call, Visit, and Email (identical to the activity pattern on Lead and Account records), and two linked-record panels — Leads and Accounts — showing every record this person is connected to. A Files panel lets you upload documents (business cards, signed agreements, etc.) directly against the contact.

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The seven areas that make up complete contact management in Hoicko CRM:

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The Contact Process Workflow — seven checkpoints from creation to full usage:

1. Create Contact — submit the contact form
2. Map Records — link with a Lead and Account
3. Capture Details — store communication info and address
4. Use in Process — the contact appears automatically as a selectable option in Inquiry and Quotation workflows, removing any need to re-enter contact details deal after deal
5. Track Activity — a running customer communication log is maintained
6. Maintain History — document attachments and changes are kept permanently
7. End-to-End CRM — the result is a full customer relationship view, spanning every deal this person has ever been part of

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FAQ

• Can the same contact be linked to more than one account?

The contact form links to a specific account at creation; if the same person represents multiple organizations, best practice is to create a distinct contact record per account relationship to keep activity history clean.

• Where does a contact automatically appear once created?

It becomes selectable during Inquiry and Quotation creation, so reps don't need to search or re-enter contact details for every new deal involving that person.