Contacts

What is a Contact?

A Contact in Aura CRM/Sales is a detailed record containing comprehensive information about an individual associated with a specific company. This entity serves as a crucial component for building and maintaining strong relationships with clients, prospects, and stakeholders.

Key Fields of a Contact

1. First Name:
   • Input the first name of the individual contact.
2. Last Name:
   • Record the last name of the contact for complete identification.
3. Title:
   • Specify the professional title or role of the contact within their associated company.
4. Company:
   • Associate the contact with a specific company, providing context for the professional relationship.
5. Department:
   • Identify the department or functional area within the company where the contact operates.
6. Category:
   • Categorize the contact based on criteria such as their role, status, or any custom categories relevant to your organization.
7. City:
   • Record the city where the contact is located for geographical context.
8. Country:
   • Specify the country where the contact resides or operates.
9. Zip Code:
   • Capture the postal code or zip code associated with the contact's location.
10. Direct Phone:
    • Input the direct phone number of the contact for streamlined communication.
11. Mobile Phone:
    • Record the mobile phone number for additional contact options.
12. Email:
    • Capture the email address of the contact for electronic communication.
13. Owner:
    • Assign the contact to a specific sales representative or team for ongoing relationship management.
14. Source:
    • Identify the source through which the contact was acquired, providing insights into lead generation.