Contacts

👤 Contacts in Tenziv CRM

Contacts in Tenziv are individuals who are assigned to companies. These can be decision-makers, assistants, buyers, or any relevant person associated with an organization you’re selling to, following up with, or supporting.

🧩 Contacts Are Always Linked to Companies

Tenziv uses a Company-first approach, meaning:

  • Every Contact must be assigned to a Company

  • This ensures full context when viewing conversations, tasks, emails, and deals

For example:

John Smith (Contact) → Assigned to ABC Engineering Ltd (Company)

This gives your team visibility into who they’re talking to and where they work, which is essential for organized pipelines and follow-ups.

➕ Creating a Contact

To create a contact:

  1. Go to the Contacts tab.

  2. Click Add Contact.

  3. Fill in their:

    • Full name

    • Email and/or phone number

    • Position or role

    • Assign them to a Company (required)

  4. Optionally add tags or assign ownership to a team member.

  5. Save.

💡 Tip: You can create a new contact directly from a Company page using the “Add Contact” button inside the company profile.

🗂 Viewing and Managing Contacts

From the Contacts tab, you can:

  • See a list of all contacts across companies

  • Use filters to find contacts by role, status, tag, owner, etc.

  • Click a contact to view their full record

Each contact record shows:

  • Their linked company

  • All emails, tasks, and notes

  • Their position, tags, and communication history

You can also switch to visual view by clicking the layout icon at the top right corner of the topbar — this gives you a card-based layout, useful for quick visual overviews.

✏️ Editing or Deleting Contacts

To edit or delete a contact:

  1. Go to the Contacts tab or visit their company profile

  2. Click the ellipsis (⋯) next to their name

  3. Choose Edit or Delete

Only Admins or the assigned Owner can delete contacts, depending on your permissions.

👥 Contact Ownership and Visibility

Every contact has an Owner – this is the team member responsible for follow-up or account management.

You can also set Visibility Groups for contacts:

  • Restrict visibility to specific users or teams

  • Ideal for managing multiple departments or clients