Contact Management FAQs

Contact Management in KEBS is the capability within the Deal Management module that helps you organize, track, and engage with every individual you interact with across customer and prospect organizations. It provides a complete view of each contact along with their communication history and role within the account.

To access it, navigate to CRM > Contacts.

To add a new contact, navigate to CRM > Contacts > Add Contact. Enter the full name, designation, email, phone number, and the associated account. Once saved, the contact is available for engagement tracking and can be linked to deals, activities, and notes.

KEBS captures comprehensive information for each contact, including:

• Personal Details: Full name, designation, and department.
• Contact Information: Email, phone, and address.
• Role Tagging: Decision maker, influencer, or end user.
• Linked Account: The company they belong to.
• Engagement History: All emails, calls, meetings, and notes.
• Social Profiles: LinkedIn and other professional links.

Yes. KEBS supports linking a contact to more than one account, which is helpful when an individual changes employers or is associated with multiple subsidiaries. Each link preserves the historical relationship for accurate engagement tracking.

Open the contact record and use the Role field to tag the contact as a Decision Maker, Influencer, Champion, End User, or any custom role defined by your organization. Role tagging helps sales teams strategize engagement and prioritize outreach.

Yes. KEBS supports bulk import through CSV templates. Navigate to CRM > Contacts > Import, download the template, populate the contact details, and upload the file. The system validates the entries and creates contacts automatically while linking them to existing accounts.

KEBS includes duplicate detection that flags potential matches based on email address, phone number, and name during creation or import. Administrators can configure merge rules to consolidate duplicates and maintain data integrity.

Open the contact record and navigate to the Activity tab. KEBS automatically logs every email, call, meeting, note, and task involving the contact. This timeline provides a complete view of the relationship and helps sales teams continue conversations contextually.

Yes. KEBS supports filtering by role, designation, industry, geography, last engagement date, account stage, and custom tags. Saved filters help sales teams target the right contacts for campaigns, outreach, and account based selling.

Yes. KEBS integrates with Microsoft 365 and other supported email and calendar platforms. Emails sent or received from connected contacts and meetings scheduled with them are automatically logged in the contact’s engagement history.

Yes. Administrators can configure custom fields under Settings > Custom Fields > Contacts to capture organization specific information such as preferred communication channel, decision making influence, or any other attribute.

KEBS AI suggests next best actions for each contact, identifies dormant relationships that need re engagement, prioritizes outreach based on response patterns, and recommends complementary contacts within the same account who may influence deals.

Yes. Contacts can be shared across team members through role based permissions. Sales reps, account managers, customer success leaders, and delivery teams can all access the same contact record with the appropriate level of visibility.

Each opportunity in KEBS can have one or more contacts linked to it, representing the buying committee for that deal. From the contact record, you can also see all linked opportunities, giving a 360 degree view of the contact’s pipeline involvement.

To deactivate a contact, open the contact record, click the More options menu, and select Archive or Deactivate. The historical data is preserved for compliance and reporting, and the contact no longer appears in active lists or campaigns.

Yes. KEBS supports exporting contact data in CSV, Excel, or PDF formats. Apply filters in CRM > Contacts, click Export, and download the file for marketing campaigns, analysis, or backup purposes.

Yes. KEBS offers plug and play integration with platforms such as Salesforce, HubSpot, Microsoft Dynamics 365, and Microsoft 365. Contact data, engagement history, and updates flow seamlessly across systems, ensuring a single source of truth.

Yes. KEBS is ISO 27001 certified, AICPA SOC 2 Type 2 compliant, and GDPR aligned. Contact data is protected through encryption, role based access controls, and full audit transparency, ensuring confidentiality and regulatory compliance across regions.

KEBS supports GDPR aligned consent management, the right to be forgotten, and data export requests. Contacts can be marked with consent status, and administrators can fulfill data subject requests through KEBS’s data management tools, helping your organization remain compliant.

Getting started is simple. Request a demo through the KEBS website and our implementation team will guide you through CRM setup, contact data migration, integration with email and calendar tools, and user training. Most organizations roll out Contact Management within a few weeks with ongoing support from the KEBS team.