Contacts

Customer or prospect contacts

The Contacts module helps teams maintain a centralized database of customer, prospect, partner, and stakeholder contacts associated with companies, deals, onboarding projects, and customer engagement activities. It provides visibility into contact information, communication history, associated accounts, activities, projects, and ongoing collaboration across the GTM lifecycle.

The Contacts module helps teams:

• Maintain customer and prospect contact records

• Associate contacts with companies, deals, and projects

• Track contact ownership and engagement

• Manage communication details and channels

• Store contact specific notes and activities

• Improve collaboration between sales, onboarding, and customer success teams

The Contacts listing page displays all contact records available within the workspace. The columns here can be customized using the Filter option.

Understanding Companies and Contacts

Companies and Contacts work together to provide a complete view of your customer relationships.

A Company represents an organization.

A Contact represents an individual within that organization.

For example:

Company: Acme Technologies

Contacts:

• Sarah Johnson – CTO

• Michael Lee – Procurement Manager

Multiple contacts can be associated with a single company, allowing teams to manage both organizational and individual relationships effectively.

This structure helps sales, onboarding, and customer success teams maintain accurate customer information throughout the customer lifecycle.

A contact is granted access to Projetly once they are invited to participate in a project or deal.

Check the following pages for more details:

Add Contact