Contacts Overview

Contacts in Spiro are the people you are talking to or working with. In order to create a contact in Spiro you must create a company or associate the contact with an existing company.

If you are actively working on an opportunity with a contact, you can associate the contact with the opportunity.

You can manage contacts from the contacts tab on the left hand side of page. From here you can search for contacts by name, email or phone number. You can also create and manage filters and create new contacts.

Additional options from this view that can be found by clicking "More" are the ability to export contacts, reset your contact view or view record count of all contacts.

From the contact list view if you click on the contact name you will view the contact drawer with a preview of information such as email address, phone number and more. If you click on the magnifying glass next to the contact name the full contact record will open.