Contacts & Organizations

The Contacts & Organizations module in Coonex allows you to manage all client and company relationships in one centralized place.
It connects seamlessly with Leads, Tasks, and Projects, ensuring that every contact’s details, communication, and documents are properly stored and accessible across your CRM.

1. Overview #

This section is designed to help your sales and marketing teams:

• Store and manage individual and company information.
• Track communication history.
• Attach important documents (contracts, IDs, proposals, etc.).
• Link contacts directly to leads, projects, or organizations.

🖼️ Add screenshot: “Contacts Dashboard Overview”

2. Adding a New Contact #

To create a new contact record:

1. Navigate to CRM → Contacts & Organizations → Add New Contact.
2. Fill out the required information in the Basic Information section:
   • Contact Name* — The full name of the individual.
   • Phone* — The main contact number (must be valid and unique).
   • Email* — Used for communication and lead follow-ups.
   • City — Optional location field for regional segmentation.
3. Optionally, upload files such as ID copies, company licenses, or proposals.
4. Click Save to add the contact to your CRM.

3. Required Fields #

4. Documents & Files #

Each contact can include attached documents for internal records.

Supported Files:

• PDF
• JPG / PNG (for ID, license, or photo)
• DOCX / XLSX

How to upload:

1. Scroll to the Documents section.
2. Click Upload File or Browse Your Device.
3. Files will appear under “Files (0 → 1, 2…)” once uploaded.

5. Integration with Leads and Projects #

When you create or update a contact:

• It automatically links with any Lead, Project, or Organization that shares the same email or phone number.
• You can view related data such as open deals, meetings, and follow-up history directly from the contact’s profile.
• Contacts can be converted into Clients once a deal is closed.

6. Editing or Deleting Contacts #

• To edit: open the contact record, update the fields, and click Save Changes.
• To delete: click the three-dot menu (⋮) next to the contact name → select Delete Contact.
• Deleted contacts are stored in the Recycle Bin for 30 days before permanent removal.

7. Search and Filter Options #

Use the top search bar or filters to locate contacts quickly by:

• Name
• City
• Email
• Linked Project or Lead

You can also sort by creation date or assigned user for better organization.

8. Organizations (Company Records) #

Organizations represent business entities or partner companies related to your contacts.
Each organization can include:

• Company name, address, and city.
• List of associated contacts.
• Attached legal or corporate documents.

When you add a new contact under an organization, Coonex automatically links them for easier management and reporting.

9. Best Practices #

• Always include phone and email — they are essential for CRM automation.
• Use the same organization name format across the team (e.g., “Emaar Properties PJSC”).
• Upload ID and license files to avoid compliance issues.
• Keep contact names clear and standardized (e.g., “Ahmed Al Mansoori” not “ahmed123”).
• Regularly review and archive inactive contacts.