Contacts

Contacts are individuals that your organization is dealing with, as opposed to a business. A contact can belong to an account, but it doesn't have to.

Contact edit

You can create a contacts in two different ways:

• Via the Contacts menu. If you want to associate the contact with an account, you can do so by the Account field at the bottom of the screen.

• On the Contacts tab on an account. Any contact created here will automatically be associated with the account.

If you are using the Salesforce or HubSpot integrations, contacts associated with the deal or opportunity will be synchronized to Bunny along with the account.