Contacts are tied to Leads. That is to say you can only add a contact once you have created a lead company for that contact. You may then search and add contacts as you please.
To search for specific contacts, click CRM > Contacts. You will be presented with a search window with field parameters for the search.
![](https://docs.esilentpartner.com/content/images/2024/06/image-344.png)
![](https://docs.esilentpartner.com/content/images/2024/06/image-345.png)
Once presented with the search results, click on the contact link to be taken to that contact’s file.
![](https://docs.esilentpartner.com/content/images/2024/06/image-346.png)
Communicating with contacts
You can email contacts right from the system to ensure a trail of all communications. Make sure the contact has an email address, then click on the next to their name to author an email.
![](https://docs.esilentpartner.com/content/images/2024/06/image-347.png)
Setting up email communications
Make sure you are set up to communicate with contacts properly.
First, set up your email signature in your ‘My Account’ settings.
![](https://docs.esilentpartner.com/content/images/2024/06/image-348.png)
Second, if you have a standard email message you use on a regular basis, you can set up a template in the Jobs > Setup > Custom Jobs Forms window. Prior to the email, select the template you want to insert. This saves you time from cutting and pasting content.
![](https://docs.esilentpartner.com/content/images/2024/06/image-349.png)