You can maintain a Contact list in CREST CRM, independent of Leads or Accounts. These Contacts can be later associated with Accounts

Click the Create Contact link on the Contacts home screen to add a new person.

CRM-Conatcts-Create contact-CREST ERP

You can search and find contacts on the Contacts homescreen

CRM-Contacts-Search and list-CREST ERP

Last modified: May 12, 2021

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