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Contacts and pipeline

How contacts should be used

This section explains how non-technical teams should think about contacts, deals, owners, and follow-up inside PageCRM.

A contact record is the source of truth for a person or company you are selling to, supporting, or following up with. The goal is to stop information from being trapped in personal phones, inboxes, or spreadsheets.

The best practice is simple: if a lead matters, it should become a contact. Once a contact exists, inbox activity, ownership, notes, products, and deal movement should stay attached to that record.