Add and Manage Contacts

Use the CRM to track and manage key contacts in TermSheet

Add an individual's or companies information to TermSheet to track and maintain critical information in a centralized place.

📑 Learn to:

• Add a Contact
• Edit a Contact
• Delete a Contact

🔒 Permissions

Admin and Standard Roles can add contacts and companies to the CRM by default. 

The permission "Add Contacts and Companies" controls this action.

💡 Things to Consider:

⚙️ Steps

Add a Contact

1. Select the CRM tab.

2. Select "Contacts"

3. Select "+Add"

   

4. Use the new contact form to enter the contact details.
   Name - (Required) Enter the full name.
   Contact Type - (Required) Select a persona from the dropdown of options. Additional options can be added in Dropdown Customizations.
   Job Title - (Optional) Enter the contact's official job title
   Company - (Optional - Recommended) Enter the company the contact is associated with. The company will be added to the list of companies once the contact is saved.
   Email - (Optional-Recommended) Enter the email associated to the contact. This is required to send messages directly from TermSheet.
   Phone - (Optional) Enter the phone number associated with the contact.
   Tags - (Optional - Recommended) Add key words to help categorize contacts.

   

5. Select Save.

Edit a Contact

1. Select any contact from the list.

2. Select the pencil icon and the contact fields will become editable.

   

3. Select the save icon to save any changes before navigating away or select the x icon to cancel the changes.

   

Delete a Contact

1. Select any contact from the list.

2. Select the ⁝ icon

   

3. Select Delete