Contacts in KEBS are the people your organisation works with: decision makers, project stakeholders, technical leads, and billing contacts at your client accounts. Every contact is attached to an account, making them discoverable across opportunities, projects, and the account team. This article explains what contacts are, how they are organised in KEBS, and how they connect to delivery and engagement workflows.
Accessing Contacts from the KEBS Homepage
Give every team member a consistent starting point for navigating to Contacts from the homepage, reducing friction when looking up stakeholder information before a call, meeting, or project kickoff.
When you log in to KEBS, you land on the KEBS Homepage, which gives you a personalised overview of your workspace. Your name, job title, and associate ID are displayed at the top. The homepage is divided into several panels, each surfacing real-time information relevant to your role.
The My Favorite Apps panel at the top of the homepage lists your pinned module shortcuts. Contacts appears here by default alongside Reports, Accounts, Time Management, Opportunities, and KEBS Support. Clicking the Contacts tile takes you directly to the contacts list.
You can also access Contacts at any time from the left sidebar navigation, where the Contacts icon sits between Accounts and Time Management. The sidebar is persistent across all KEBS screens, so you can jump to Contacts from anywhere in the platform without returning to the homepage first.
The homepage also surfaces several panels that are relevant to contact and relationship management:
| Homepage Panel | How it relates to Contacts |
|---|---|
| My Info | Shows your own associate record, PMS Score, Pending Leave, and OKR Score. Your reporting manager and organisational hierarchy are also accessible here via the View Organisational Hierarchy button. |
| Smart Reminders | Surfaces follow-up reminders linked to contacts and accounts, so you never miss a scheduled touchpoint with a client stakeholder. |
| Pending Approvals | Lists any records awaiting your approval, which may include contact record changes or stakeholder assignment updates. |
| Upcoming Birthdays | Highlights upcoming birthdays for contacts in your accounts, supporting proactive relationship management. |
| My Direct Reportees | Shows the associates reporting to you, helping managers maintain visibility over their team’s account and contact responsibilities. |
The Contacts List: Personas and Value Chain Segmentation
Enable sales teams, account managers, and project leads to quickly locate the right contact by industry function, reducing the time spent searching and improving the quality of pre-meeting preparation.
Opening Contacts takes you to the contacts list, which shows every contact record in your organisation’s KEBS instance. The total contact count is displayed at the top left. Contacts are segmented across multiple tabs by Value Chain, which represents the functional area or industry vertical the contact operates in.
The value chain tabs segment contacts by the functional role they play within their organisation. Each tab shows a count of contacts in that category. The tabs visible by default are:
Each row in the contacts list represents one contact record. The columns visible by default are:
| Column | What it shows |
|---|---|
| ID | A system-generated unique identifier for the contact, prefixed with #CID (e.g. #CID 51765) |
| Is Important | A star icon that you can click to mark a contact as important. Filled stars indicate key decision-makers or high-priority stakeholders. |
| Name | The contact’s full name, shown as a clickable link that opens the contact detail record. Names are displayed in the accent colour of the value chain tab they belong to. |
| The contact’s primary email address as entered during contact creation | |
| Reports To | The contact’s manager or senior stakeholder within the same account, if a reporting relationship has been defined |
| In Account | The account this contact is associated with, shown as a clickable link that opens the account record directly |
| Actions | Quick action icons for deleting, cloning, or editing the contact record inline without opening the full detail view |
Contacts in Delivery: Stakeholders on Projects
Ensure delivery teams always know who is on the project, what role each person plays, and when their allocation period starts and ends, so that resource management and stakeholder communication are never ambiguous.
Contact and stakeholder data established in the CRM carries forward into project delivery. When a project is created from a won opportunity, the internal team assigned to the account and opportunity becomes the starting point for the project team. The Allocation and Planning tab in a project shows the full project structure, including every allocated team member, their role, their allocation period, and their current allocation status.
The Project Structure view within Allocation and Planning presents the team as a visual hierarchy. The Project Manager sits at the top, with Project Team members displayed below in a tree structure. Each card shows:
- Team member name: The internal associate allocated to the project
- Allocation dates: The start and end dates of this person’s allocation to the project
- Role: Whether they are a Project Manager, Project Team member, or another defined role
- Allocation status: Indicates whether the allocation is currently active (Assigned) or has completed (Allocation Completed)
The tabs within Allocation and Planning give you multiple views of the same team data:
| Tab | What it shows |
|---|---|
| Team | A flat list of all team members allocated to the project, with their roles and allocation periods displayed in table format |
| Project Structure | A visual hierarchy showing the team structure, with the Project Manager at the top and all reporting team members displayed in a tree below |
| External Stakeholders | Customer-side contacts from the linked account who are involved in or informed about the project. These are drawn from the contact records in the CRM. |
| CRM Quote | A reference to the approved quote from the opportunity that generated this project, providing a direct link back to the commercial context |
