Employee Contacts

Through Contact records you can maintain detailed information about your clients or potential clients used during the sales process and after, avoiding the need to create a user account in the system. Contact records hold information about people that work for client companies – companies that are in a co-employment relationship. The contact can be an employee, IT staff, third-party vendors, and so on. Contact information can be imported from external systems such as Salesforce and PrismHR.

For more details about Contacts, see Adding Contacts to the Organization.

To watch a video about Employee Contacts, see Learning how: Employee Contacts.