Contacts Explained

A Contact refers to an individual person associated with a Customer (or account/business) in the system. Contacts typically represent the people that field reps interact with at the customer's business — such as buyers, store managers, owners, or accounts payable clerks.

Key Characteristics of a Contact in Skynamo:

• Linked to a Customer: Every Contact is associated with a specific customer (account) in the database.
• Stores Personal Details: Includes information such as name, phone number, email address, job title, and any other custom fields relevant to the business.
• Enables Direct Communication: Used for keeping track of who the field rep has called, emailed, or visited.
• Context for Sales Activity: Contacts appear in visit reports, order notes, and call logs to help field reps and managers understand who was engaged during a particular activity.
• Multiple Contacts per Customer: A single customer can have several contacts, useful for managing relationships across departments or branches.

Why Contacts Matter in Skynamo:

• They give field reps context about who they’re dealing with at a customer.
• They help with relationship management — tracking conversations and building rapport with specific individuals.
• They assist in follow-ups and accountability — field reps can see which contact placed an order, made a request, or asked a question.
• They are essential for targeted communication — such as emailing order confirmations or promotional material to the right person.