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Managing Company Contacts in Django CRM

Managing company contacts is one of the core features of CRM. The Contacts section in CRM allows users to store, organize, and work with information about employees and representatives of client companies. This guide explains how contacts appear in the CRM, how to manage them, how to use filters and bulk actions, and how to understand contact statuses.

For related topics, see Company Management

What a Contact Represents

A Contact is an individual person — an employee or representative of a client company. Contact records store key communication details and are used for sales processes, support, and email marketing campaigns. Each contact is linked to a company, assigned to a sales manager, and included in newsletters or mass mailings.

How Contacts Are Added to CRM

Django CRM supports several ways to add contacts to the system:

1. Automatic creation

Contacts can be created automatically when a user creates a deal, based on sales request data.

2. Manual creation

Users can manually add new contacts:

  1. Click Add Contact.
  2. Fill out the form with the required personal and company information.
  3. Save the contact.

3. Import from Excel

If you need to upload contacts in bulk:

  1. Click the Import button.
  2. Select an Excel file prepared according to the CRM’s import format.
  3. Upload it to add the contacts to the system.

4. Conversion from Lead

When a Lead is converted into a company and contact, CRM automatically creates a Contact record.

Learn more: Lead Management

User Access to Contacts

Access to the contacts database depends on a user’s role and department:

  • Sales managers and operators — access only contacts belonging to their own department.

  • Company managers and super operators — access all contacts across all departments.

This ensures that sensitive data is available only to authorized team members within the organization.

Working With the Contacts List

The contacts list appears in a sortable table, allowing users to quickly organize and locate necessary information. Clicking on an active column header will sort contacts by that field.

Table Columns

The table includes the following fields:

  • Contact name
  • Email
  • Phone number
  • Company name
  • Country
  • Status as a newsletter recipient
  • Date added to CRM
  • Assigned sales manager

Sorting and structured data improve speed and efficiency when working with large client databases.

Newsletter Subscription Status Indicators

Next to each contact, a mailbox icon indicates their newsletter subscription status:

  • Red — The contact has not received any newsletters yet.
  • Turquoise — The contact receives newsletters and has not unsubscribed.
  • Gray — The contact has received newsletters but has unsubscribed.

These visual markers help identify mailing preferences at a glance.

Searching and Filtering Contacts

Use the search bar to find contacts by:

  • Keywords (name, email, company, etc.)
  • Contact ID

Available filters

You can filter the contact list by:

  • Department (if user role allows)
  • Assigned sales manager
  • Company industry
  • Company type
  • Country
  • Newsletter subscription status
  • VIP status
  • Tags

These filters allow precise segmentation for sales analysis and marketing campaigns.

Bulk Actions for Contacts

The Action dropdown menu allows users to perform mass operations on selected contacts:

  • Create a mass mailing
  • Set VIP status
  • Remove VIP status
  • Export selected contacts to Excel

Note: Users can export only the contacts assigned to them.

Mass Mailing Options

There are two ways to create mass email campaigns from the Contacts page:

  • 1. Mass mailing for selected contacts

Use the Action → Make massmail option.

  • 2. Mass mailing for large groups

Use the Make massmail button at the top to start a campaign for many contacts at once.

Exporting Contacts

You can export contact data in two ways:

Export selected contacts

Use the Action → Export option. Users may export only the contacts they are responsible for.

Export all contacts

To download the entire list (users can only export contacts assigned to them), use the Export All button.

Recommended reading: CRM application features
For more on mailings, see Email Campaigns and Newsletters