Companies & Contacts¶
Professional Account / Contact model (B2B): Companies are the legal entities; Contacts are the people linked to those companies. They are two separate menus in the sidebar.
The Contacts tab - full record and 360° view of each client.
Companies¶
The company is the commercial account: this is where the sale, the value, the loyalty and lead management live.
The screen¶
- KPIs: number of companies, Hot leads (score ≥ 70), Customers (stage = Customer) and value won.
- Lead stage filter (chips: All / Lead / MQL / SQL / Customer / Lost) and, on each row, the score badge (Hot / Warm / Cold).
- Search, pagination and + Company. Click a row → 360° profile.
Lead management on the company: lifecycle stage, lead score, the stage filter and the acquisition funnel.
Create / edit - field by field¶
- Name (legal name) required.
- NIPC - validated (check digit). As you type, it shows in real time whether it is valid and the entity type (company, individual, sole trader…). The Look up button auto-fills the company's data (name, address, CAE, contacts) from the NIPC. Blocks saving if invalid.
- CAE and Sector.
- Size (segment) - Micro / SME / Large Enterprise.
- Stage (lifecycle) - Lead → MQL (Marketing Qualified Lead, one of its people has shown interest) → SQL (Sales Qualified Lead, a real opportunity with a proposal) → Customer / Lost. The app infers the stage and advances it on its own: email engagement → MQL, proposal → SQL, won → Customer.
- Source (acquisition) - the channel the company came through (Website, Referral, Trade fair, Email Campaign…) - the basis of the acquisition funnel and ROI by source in Analytics.
- Tax address, Postal code, City.
- Region - Mainland / Madeira / Azores (affects the VAT on proposals).
- Website, Phone, Email, Notes.
360° profile¶
Shows the company's lead stage and lead score (which aggregates the engagement of all its people), the source, the loyalty, the tax data, the list of people and a summary of proposals / won / value won.
Lead management and value belong to the Company, not the contact
The sale (proposal), the value, the loyalty, the segment (size) and the lead stage all belong to the company. A person can change company and the history does not follow them - it stays on the account where the deal happened. The company's lead score rises when any of its people opens/clicks emails; the one who closes the sale is a contact (recorded on the proposal), but the deal is the company's. For a sole trader (ENI), create the company from the contact (a one-click button on the profile) - it is still a company. A contact without a company is just a directory entry, with no sale, stage or value.
Contacts¶
The people - a directory, like the Yellow Pages. A contact has no sale, value, loyalty or segment of its own (that belongs to the company); it holds the identity, the current company, the job title/role and the history of company changes.
The screen¶
- KPIs: total contacts, linked to a company, individuals and distinct companies.
- Search, pagination and + Contact. Click a row → 360° profile.
- Each row shows the company (with the company's lead stage, as a reference), the job title/role and the phone.
Create / edit - field by field¶
- First name and Last name (name required).
- Company - pick from the Companies list (can be left without a company - it stays in the directory only; to sell to them, create the company from the profile); Job title and Role (who to turn to: owner, finance…).
- Email, Phone (primary - used for sending), NIF (personal) - validated.
- Additional contacts - a list with as many emails/phones as you need, each with a type (Email/Phone) and a label (Personal / Work / Other). Useful when a person has personal and professional contacts.
- City and Region.
- Notes.
360° profile¶
Shows the Account · Company card (the company's stage, loyalty and value, with a shortcut to its profile), the person's details (contacts, job title, role), the additional contacts, the company history (moved from A → B) and the proposals negotiated with this person.
Shortcuts
Click the email on the profile to open the CRM composer with the contact already set as recipient; click the phone to call (tel:). On a company, the Look up button (on the NIPC) fills the profile from the official records.
Bulk import (CSV)¶
Both Contacts and Products have Import + Template:
- Download the CSV template.
- Fill it in (one row per record).
- Import → the records are created; duplicates are ignored.
Generate sample data
In Settings → Sample data generator you can quickly create realistic companies, contacts and proposals (valid PT names/NIF) to practice without starting from scratch.
Pedagogy (UFCD 10868)
You practice modeling the data of a real CRM (entity vs person), data quality (NIF/NIPC validation), segmentation, loyalty and lead management (Lead → Customer lifecycle, lead scoring, qualification) - the basis of customer analysis.