Contacts and companies
Every person and business you deal with, with their deals, quotes, invoices, what they owe, notes and history on one page.
- A company is a business you sell to. Companies are the same customers as in Ellibo Accounting and Inventory.
- A contact is a person. They can belong to a company, or be a customer on their own.
Add a contact or company
Go to Contacts or Companies and click + New contact or + New company. Enter their name, mobile, email and address, then save. Ellibo warns you if the mobile or email already belongs to someone.
The record page
Open a contact or company to see, in one place:
- their open and closed deals
- quotes, orders and invoices, and what they owe
- follow-ups, notes, files and emails
- the full history of everything that happened
Contacts and companies are shared by the whole team. Sales users see the deals and documents they own.
Import
Bring in your existing list from Excel. See Import leads and contacts.