Lightfolio Documentation

Contact Basics

  • Contact Basics
  • A contact is a person. Contacts can be associated with a lead, job and/or company. The primary contact for a lead or job is also known as the client. There can be multiple contacts associated with a lead or job, but a lead or job can only have a single client.
  • A contact's record consists of basic contact information such as a name, email, phone number, address and more.
  • Birthday
  • The date of birth of a contact. Each field is not required.
  • Anniversary
  • An anniversary date for the contact. Each field is not required.
  • Tags
  • Keywords you can associate with a contact. Useful for categorizing and searching by tag name.
  • Client Portal Credentials
  • By default, a contact's client portal does not require a password. Adding a password is optional.