Contact Management

Contacts are the foundation of your Gloyd workspace. Every quote, order, and RFQ is linked to a contact.

Contact Types

Type	Description	Capabilities
Customer	Buys from you	Receives quotes, places orders
Supplier	You buy from them	Receives RFQs, sends quotes
Partner	Both directions	Full bi-directional trading
Distributor	Distribution channel	Bulk ordering, special pricing
Manufacturer	Product manufacturer	Source tracking

Creating a Contact

1. Navigate to Contacts
2. Click New Contact
3. Fill in the required fields:
   • Company name
   • Contact type
   • Primary email
   • Phone number (optional)
   • Address (optional)

Contact People

Each contact (company) can have multiple contact people:

• Name and title
• Email and phone
• Role within the company
• Portal access settings

Portal Access

Grant your contacts access to their dedicated portal:

1. Go to the contact's detail page
2. Click Portal Access
3. Send an invitation to the contact person
4. They'll receive an email to set up their password

Importing Contacts

Bulk import contacts from CSV/Excel:

1. Go to Contacts → Import
2. Download the template
3. Fill in your data
4. Upload and map fields
5. Review and confirm

Tags and Custom Fields

Organize contacts with:

• Tags: Flexible labels for categorization
• Custom fields: Additional data fields specific to your business