FieldInsight has a contact management feature (CRM) that allows you to add in multiple contacts that don't need to be assigned to an Account customer or Project.

These contacts could be leads or opportunities that you want to keep a track of.

To add a contact follow these steps

Type in the relevant notes/details

Then select the status of that contact

Enter in new statuses if needed

You can select a owner of that contact or leave it blank

Click Save

Your new contact is stored in the contacts page

You can search your contacts by status and owner making it easy to follow up on information sent or to touch base to see if you can quote.

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