Contacts
Contact information in DevSphere OS is managed on the records it belongs to — Leads and Customers — rather than in a separate Contacts module.
#What it is
There is no standalone Contacts entity. The person you deal with is captured directly on a lead — their name, email, and phone — and those details stay with the record as the lead becomes a customer. You manage contact information from the Leads and Customers areas, not from a dedicated Contacts screen.
#Key capabilities
- Store a contact's name, email, and phone on the lead
- Keep those details with the customer once a deal is won
- Reach the person directly from the lead or customer record
- Attach notes and activities to the same record
#How to use it
1
Capture on the lead
Enter the person's name, email, and phone when you add or import the lead — this is where contact details live.
2
Work the relationship
Log activities, notes, and follow-ups against that lead as you engage the contact.
3
Carry through to the customer
When the lead is won, the contact details move with it to the customer record, so history stays in one place.
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