CRM · Customers and Sales

How to classify contacts with commercial details

Record origin, phase, company, owner, and tags to understand the context of each relationship.

Contacts organized by commercial categories for easier segmentation.

Published on October 19, 2026

Classifying a contact means leaving clear signals about where the person came from, where they are in the process, and who will follow up. On a Prospect or Customer record, maintain the company and job title, origin, phase, assigned executive, comments, and tags.

New prospect form with Phase, Origin, and Tags fields — In the prospect form, assign a phase, origin, and tags while creating the record.

What to record on a contact

Detail	Why it helps	Example
Company and job title	Understand the person’s organization and role.	Acme · Purchasing manager
Origin	Identify how the contact reached your team.	Website, referral, or event
Phase	Show progress through your configured process.	New prospect or Contacted
Executive and comments	Know who follows up and keep useful context.	Assigned owner and stated need
Tags	Group, filter, and segment contacts.	Renewal interest or healthcare sector

Keep sale details on the opportunity

If the contact has a potential sale, open or review their Opportunity. That record tracks the negotiation, including its concept, amount, certainty, and estimated close. This keeps a person’s details separate from the forecast for a specific sale.

Concept illustration of contacts grouped with tags and commercial details. — Concept illustration: use source, stage, and tags to segment contacts; manage the negotiation in the opportunity.

Example
If someone came from a campaign, record the origin and an interest tag. If they request a $50,000 proposal, record the amount and certainty on the related opportunity.