Managing CRM Contacts
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CRM Contacts
Navigate to CRM → Contacts to view all your contacts. Use filters to narrow by company, status, or assigned owner.
Creating a Contact
Click New Contact and fill in their details. Required fields are name and email. You can link contacts to companies and assign them to team members.
Importing Contacts
Bulk import contacts from a CSV file via the Import button. Map your CSV columns to Chorum fields during the import wizard.
Contact Timeline
Each contact has an activity timeline showing emails, calls, meetings, and deal interactions in chronological order.