Contacts
A contact is a person at a partner organization that you interact with — a sales representative, an account manager, a logistics coordinator, or a technical support lead. Contacts are informational records that help your team know who to reach at a given partner and how to reach them.
Unlike members (who are Beelocity users in your organization), contacts are records about people at external companies. They do not have Beelocity accounts and cannot log in — they are purely a reference for your team.
Contact Fields
| Field | Description |
|---|---|
| First name / Last name | The person’s name. |
| Job title | Their role at the partner organization (e.g., “Export Manager”, “Procurement Director”, “Warehouse Supervisor”). |
| Department | Which part of the partner’s organization they belong to (e.g., “Sales”, “Logistics”, “Accounting”). |
| Their email address for correspondence. | |
| Phone | Office or direct phone line. |
| Mobile | Mobile phone number, if different from the office line. |
| Primary | A flag indicating this is the main point of contact for the partner. When your team needs to reach the partner and does not know who to call, they call the primary contact. |
| Notes | Free-text field for any practical information: communication preferences, availability, language spoken, or relationship context. |
Managing Contacts
Contacts are managed from the partner’s detail page. You can add as many contacts as needed for each partner — there is no limit.
Tips
- Every partner should have at least one primary contact — this is the person your team reaches out to by default. Without a primary contact, your team has to guess who to call, which wastes time and risks contacting the wrong person.
- Use job title and department for routing — when your team needs to ask a logistics question, they should reach the logistics contact, not the general sales rep. Filling in titles and departments enables this.
- Deactivate contacts who leave rather than deleting them — this preserves the historical record of who was involved in past communications and transactions. You will appreciate this if you ever need to look back at who handled a particular deal or shipment.
- Use the notes field liberally — practical details save time:
- “Prefers email over phone calls”
- “Available Sunday through Thursday, 9am-5pm”
- “French-speaking — use French for all correspondence”
- “Decision maker for orders above 1,000,000 DA”
- “On parental leave until April 2026 — contact Karim instead”