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Contacts and leads

Manage shared contacts and the 360º view

Maintain organisation contacts and review only the connected operational context you are authorised to see.

1 min readUpdated Aug 23, 2026

Maintain one shared identity and use the authorised 360º context to prepare the next interaction.

Before you start

  • Search by name, company, email and phone.
  • Confirm whether the person belongs to an existing customer.
Client contact list and 360 degree record with shared identity and connected activity.
Contacts are organisation identities enriched by visible CRM and authorised connected-service context.

Search before creating

Contacts belong to the organisation rather than to one CRM instance. Search by name, company, email or phone before adding a person, because edits affect the shared identity used by connected services.

Link the correct customer

A contact may belong to a shared business customer and can be marked as its primary contact. Keep company, role, language and contact details accurate.

Use the 360º view within its boundaries

The profile combines CRM opportunities and activities with appointments, estimates and invoices only from active, authorised connections in the same organisation. Client reads that context; it does not create those appointments, documents or payments.

Step by step

  1. Open Contacts and search first.
  2. Create or edit the shared person only when needed.
  3. Link the correct customer and primary-contact flag.
  4. Open the contact detail.
  5. Review commercial activity and authorised connected context.

Final check

  • No duplicate identity was created.
  • Company and contact details are current.
  • Connected records are read only within Client.
Tip: Editing a shared contact can affect every authorised service that reuses that identity.