How contacts work in GEVADE CRM

    CategoryContacts and Companies
    Article typeDocumentation
    Estimated reading time 5 min read
    Last reviewedRecently reviewed
    Applies toGEVADE CRM accounts where the feature is enabled
    Access requiredAccess may depend on your user permissions
    Plan/configuration noteFeature availability may depend on your selected plan and account configuration

    Summary

    Contacts form the foundation of your database in GEVADE CRM. A contact record stores individual details (name, email, phone) and links to their entire history, including conversations, opportunities, appointments, and workflow activity.

    Who this article is for

    This guide is for all users who need to understand the basic structure of the CRM database and how individual records are managed.

    Overview

    Understanding how contact records function is essential for maintaining a clean and effective database. Every interaction a person has with your business—whether they submit a form, reply to an email, or book a meeting—is tied to their contact record.

    1. The Anatomy of a Contact Record

    A standard contact record contains Standard Fields (First name, last name, email, phone number, and address), Custom Fields (Any specific data points you have created for your business), Tags (Labels used to segment and filter contacts), and Assigned User (The team member responsible for managing this contact).

    2. How Contacts Connect to Other Features

    Contacts do not exist in isolation. They are intrinsically linked to Conversations (All SMS, email, and call history is logged on the contact's timeline), Opportunities (When a contact enters a sales pipeline, an opportunity is created and linked back to them), Companies (Multiple contacts can be associated with a single company record for B2B management), and Workflows (Contacts are enrolled in automations based on their tags, field updates, or activities).

    3. Contact Creation Methods

    Contacts can be created manually by clicking 'Add Contact' in the dashboard, automatically via form submissions, inbound calls, or API integrations, or in bulk through CSV imports.

    Configuration note

    Clean contact records depend on correct data entry, field setup, duplicate checks, imports, permissions, and ongoing maintenance. Ensure your team follows consistent formatting rules. Always ensure you have the necessary consent before sending marketing communications to a contact.

    Resolution guidance

    Why can't I see a contact's email history?

    Ensure you are looking at the 'Conversations' tab within the contact record. If it's missing, verify that the email was sent through the CRM and not an external unconnected client.

    Can a contact belong to multiple companies?

    Currently, a contact is typically associated with one primary company record to maintain clear B2B hierarchies.

    What happens if a contact unsubscribes?

    Their DND (Do Not Disturb) status will be updated automatically, preventing further automated marketing messages.

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    If your question requires account access, billing review, workflow inspection, message delivery diagnosis, AI response review, or private configuration review, submit a support request with examples and screenshots.