Contacts & organizations
This page shows you how Zinye CRM keeps track of the people and companies you deal with.
Contacts vs. organizations
Section titled “Contacts vs. organizations”- A contact is a person — with their name, email, phone, and the deals they’re part of.
- An organization is the company that contact belongs to — with its website, territory, and the deals tied to it.
Keeping them separate means one company can have several contacts, and one contact can be linked to several deals.
How they get created
Section titled “How they get created”Most of the time you don’t create these by hand. When you convert a lead into a deal, Zinye CRM offers to create the contact and organization from the lead’s details — or link to existing ones if you already have them. Your address book builds itself as you sell.
Add or edit them directly
Section titled “Add or edit them directly”You can also manage them on their own:
- Open Contacts or Organizations from the menu.
- Click + Create to add one, or open an existing record to edit it.
- Fill in the details and save.