Purpose: To capture and maintain accurate information about individual people associated with an organization, such as decision-makers, influencers, or operational staff. By registering contacts, users can personalize engagement, track communication history, manage follow-ups, support sales and service activities, and strengthen relationship management through a structured and centralized record.
Accessing the App
Required Role: CRM
Log in to Luvelo CRM by visiting app.luvelo.org/crm in your web browser.
Adding a Contact
Click "Contact".
First search for the contact to make sure it is not already added. When searching be mindful of the spelling.
Once confirmed that the contact does not exist, then click "+ Contact" on the top right corner.
Fill out the contact details and save.
Fist Name: The given name of the contact person.
Last Name: The surname or family name of the contact.
Phone 1: The primary phone number used to reach the contact.
Phone 2: An optional secondary phone number for the contact.
Email: The primary business or personal email address for communicating with the contact.
Job Title: The role or position the contact holds within their organization (e.g., HR Manager, Operations Supervisor, Director).
LinkedIn URL: A link to the contact’s professional LinkedIn profile for verification, networking, or research.
Organization: The company or entity the contact is associated with, selected from the list of registered organizations in the CRM.
Household: Used to associate the contact with a specific household record if tracking individuals outside business contexts (e.g., community programs or family grouping).
Photo: A profile image of the contact to help with visual identification and record completeness.
