Managing Contacts in KeenCRM
Updated March 15, 2026 2 views
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Contact Management
Contacts are the heart of KeenCRM. Every interaction, deal, invoice, and event ties back to a contact record.
Creating Contacts
Click "Add Contact" and fill in: first name, last name, email, phone, company, job title, and any custom fields. KeenCRM auto-formats Vietnamese phone numbers and names.
360° Contact View
Click any contact to see their complete profile, including:
- Overview — Key details, contact info, and intelligence (customer longevity, lead age)
- Deals — All associated pipeline deals
- Quotes — Quotations sent to this contact
- Invoices — Payment history and outstanding invoices
- Activities — Logged calls, meetings, and emails
- Files — Uploaded documents and attachments
Advanced Search & Filtering
Use the DataTable to search by name, email, or phone. Filter by status, created date, or custom tags. Customize visible columns using the Column Manager.
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