CRM & relationships

Add a customer contact

Link a named contact and communication details to a CRM customer.

3 min readBased on the installed interface · 5 November 2026Application interface · Romanian

Before you begin

CRM edit permission and at least one customer.

Who it is for: company user with module permission
Where to find it: Contacte CRM

Add a customer contact · Application interface · Romanian

Step by step

Open Contacte CRM

Select the relevant company or account, then open «Contacte CRM».

Select the customer

Choose the existing customer in the «Client» field.

Complete the contact

Enter «Nume contact», role, email and phone; use «Principal» for the primary contact flag.

Save the person

Select «Adauga contact».

Confirm the relationship

Check the contact in the table and use activities to schedule follow-up.

Check the result

A contact connected to the selected customer.

If something is missing

If editing is disabled, check the active company and your permission for this module. Resolve the validation message shown in the form before submitting again.

Availability depends on your role, enabled modules, country and company configuration.

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