CRM — Contacts, Companies & Deals

The CRM is the core of Prerak. Everything else (sequences, campaigns, inbox) connects back to it.

Contacts

What Is a Contact?

A contact is a person you interact with — a lead, prospect, customer, or partner. Each contact has:

• Email address (required)
• Name, phone, title (optional)
• Stage (e.g., Lead, Qualified, Customer)
• Assigned owner
• Custom fields your team defines
• Activity timeline (emails, calls, meetings, notes)

Creating a Contact

From the UI:

1. Go to CRM → Contacts
2. Click + New Contact
3. Enter at least an email address
4. Fill in optional fields
5. Click Save

From AI (ChatGPT/Claude):

"Add Sarah Chen from Acme Corp, email sarah@acme.com, title VP Sales"

By CSV import: See Getting Started → Import Contacts.

Finding Contacts

Search: use the search bar at the top of the Contacts list. Searches across name, email, company, and notes.

Filters: click Filter to narrow by:

• Stage
• Assigned owner
• Date created
• Custom fields
• Company

Saved views: save a filter set as a view (e.g., "My Leads This Month") for quick access.

Editing a Contact

1. Click a contact to open their profile
2. Click any field to edit it inline
3. Changes auto-save

Bulk Actions

Select multiple contacts using checkboxes, then choose from the bulk action menu:

• Update a field (stage, assigned owner, custom fields)
• Add to a sequence
• Add to a list
• Export to CSV
• Delete (soft delete — recoverable for 30 days)

Bulk operations are limited to 1,000 contacts at a time.

Contact Activity Timeline

Every contact has a timeline showing:

• Emails sent and received
• Calls logged
• Meetings held
• Notes added
• Stage changes
• Sequence enrollments

The timeline is read-only — it's automatically populated as you interact with the contact.

Companies

What Is a Company?

A company record groups related contacts. Deals and activities can be linked to a company as well as to individual contacts.

Creating a Company

1. Go to CRM → Companies
2. Click + New Company
3. Enter the company name (required)
4. Add domain, industry, size, and custom fields

Linking Contacts to a Company

1. Open the contact's profile
2. In the Company field, type the company name
3. Select from the dropdown (or create a new company)

Deals

What Is a Deal?

A deal tracks a sales opportunity through your pipeline. Deals have:

• Name (e.g., "Acme Corp — Enterprise Plan")
• Stage (e.g., Lead → Qualified → Proposal → Won/Lost)
• Value
• Close date
• Assigned owner
• Linked contacts and company

Creating a Deal

1. Go to CRM → Deals
2. Click + New Deal
3. Fill in name and stage (required)
4. Add value, close date, and linked contact/company
5. Click Save

Moving a Deal Through Stages

Kanban view: drag and drop the deal card to a new stage column.

List view: click the deal → click the Stage field → select a new stage.

A timeline entry is automatically logged each time a deal changes stage.

Pipeline View

The default view shows deals as cards grouped by stage. You can:

• Filter by owner, close date, or value range
• Sort columns by deal count or total value
• Switch to list view for bulk management

Won / Lost

To close a deal:

1. Drag it to the Won or Lost column, OR
2. Open the deal → click Mark as Won / Mark as Lost
3. (For Lost) Enter a reason — this feeds into your loss reason reports

Custom Fields

Workspace admins can add custom fields to contacts, companies, and deals.

1. Go to Settings → Custom Fields
2. Choose the object (Contact, Company, or Deal)
3. Click + Add Field
4. Choose a type: Text, Number, Date, Dropdown, Checkbox
5. Name the field and click Save

Custom fields appear on record profiles and are available in filters and reports.

Tips

• Duplicate contacts: Prerak warns you if an email already exists. Use the merge tool (contact profile → Actions → Merge) to combine duplicates.
• Deleted contacts: soft-deleted for 30 days. Recover from Settings → Trash.
• Export: any filtered view can be exported to CSV via Actions → Export.