CRM Contacts

Create and maintain CRM contacts with accounts, emails, and typed social profiles: LinkedIn, X, GitHub, website, and more.

Manage contacts in OL Edge CRM: create and edit contacts, attach them to an account, and store more than one social profile per contact. Search includes social URLs so a GitHub or website link can find the same contact as an email. Admins can import Salesforce-style CSV files, and custom properties can hold tenant-defined attributes, including validated links to other records.