Contact Settings in your CRM give you the control to customize exactly how your contact information is structured, categorized, and managed. Think of it as your toolkit for building a clean, powerful, and perfectly organized address book.
These settings help your team make data entry a breeze, maintain consistency across all records, and unlock better ways to segment your audience, create insightful reports, and track every important relationship.
Key Contact Settings Explained
Job Role: Specifies a contact’s professional title or position within their company (e.g., CEO, Marketing Manager, Sales Executive).
Purpose: Helps your sales team quickly assess the contact’s decision-making authority or influence.
Example: You may want to target "Procurement Managers" when offering B2B services, as they typically handle purchasing decisions.
Tags: Custom labels that can be applied to contacts to help organize or group them based on specific characteristics, behaviors, or activities.
Purpose: Allows flexible contact segmentation for campaigns, follow-ups, or reporting.
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Example Tags:
Hot Lead
Webinar Attendee
VIP Client
Needs Follow-up
Attended Event 2025
Parent Contact: Links one contact to another, typically the main or senior contact within the same organization.
Purpose: Useful for mapping internal hierarchies in larger organizations and understanding reporting lines.
Example: If John Smith is a Director and the main decision-maker, you can set him as the Parent Contact for others on his team. This way, you know who influences key decisions.