{"id":1839,"date":"2026-06-17T07:02:05","date_gmt":"2026-06-17T07:02:05","guid":{"rendered":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-contactele-in-sugarcrm\/"},"modified":"2026-07-25T20:45:15","modified_gmt":"2026-07-25T18:45:15","password":"","slug":"cum-gestionez-contactele-in-sugarcrm","status":"publish","type":"docs","link":"https:\/\/www.hostx.ro\/kb\/cum-gestionez-contactele-in-sugarcrm\/","title":{"rendered":"Cum gestionez contactele in SugarCRM?"},"content":{"rendered":"<p>Sec\u0163iunea <strong>Contacts<\/strong> din modulul <strong>Sales<\/strong> este locul unde pute\u0163i crea contacte \u015fi s\u0103 le lega\u0163i de orice Cont, Oportunitate sau Campanie creat\u0103 \u00een <strong>SugarCRM CE<\/strong>. Iat\u0103 cum pute\u0163i gestiona contactele dvs. create \u00een SugarCRM CE.<\/p>\n<h2 id=\"1-accesarea-paginii-contacts\"><strong>1. Accesarea paginii Contacts<\/strong><\/h2>\n<p>Pentru a gestiona <strong>Sales Contacts<\/strong>, naviga\u0163i la <strong>Sales &gt; Contacts<\/strong>.<\/p>\n<p>Ve\u0163i fi direc\u0163ionat c\u0103tre o pagin\u0103 de unde ve\u0163i putea gestiona Contactele.<\/p>\n<h2 id=\"_1\"><\/h2>\n<h2 id=\"2-crearea-unui-contact\"><strong>2. Crearea unui contact<\/strong><\/h2>\n<p>Pentru a crea un contact nou \u00een modulul <strong>Sales<\/strong>, click pe linkul <strong>Create Contact<\/strong> din bara <strong>Actions<\/strong> din partea de sus.<\/p>\n<p>Accesarea linkului va deschide o pagin\u0103 in care ve\u0163i putea configura un nou contact. Exist\u0103 mai multe op\u021biuni pe care trebuie s\u0103 le configura\u021bi iar acestea sunt separate \u00een c\u00e2teva sec\u021biuni. Prima sec\u0163iune &#8211;\u00a0<strong>Overview<\/strong> &#8211;\u00a0v\u0103 permite configurarea celor mai comune set\u0103ri:<\/p>\n<ul>\n<li><strong>First Name<\/strong> &#8211; Numele clientului<\/li>\n<li><strong>Last Name<\/strong> &#8211; Prenumele clientului<\/li>\n<li><strong>Title<\/strong> &#8211; Func\u0163ia<\/li>\n<li><strong>Department<\/strong> &#8211; Departamentul \u00een care \u00ee\u015fi desf\u0103\u015foar\u0103 activitatea<\/li>\n<li><strong>Office Phone<\/strong> &#8211; Num\u0103r telefon birou<\/li>\n<li><strong>Mobile<\/strong> &#8211; Num\u0103r telefon mobil<\/li>\n<li><strong>Fax<\/strong> &#8211; Num\u0103r fax<\/li>\n<li><strong>Primary Address<\/strong> &#8211; Adresa principal\u0103<\/li>\n<li><strong>Other Address<\/strong> &#8211; Alte adrese<\/li>\n<li><strong>Email Address<\/strong> &#8211; Adresa de email (pute\u0163i introduce mai multe)<\/li>\n<li><strong>Description<\/strong> &#8211; Descriere<\/li>\n<\/ul>\n<p>Urm\u0103toarea sec\u0163iune <strong>&#8211;<\/strong>\u00a0<strong>More Information<\/strong> &#8211;\u00a0v\u0103 permite ad\u0103ugarea unor informa\u0163ii suplimentare despre client\/contact:<\/p>\n<ul>\n<li><strong>Reports To<\/strong> &#8211; La cine se raporteaz\u0103 contactul<\/li>\n<li><strong>Lead Source<\/strong> &#8211; Sursa principal\u0103 de provenien\u0163\u0103 a contactului<\/li>\n<li><strong>Do Not Call<\/strong> &#8211; Dac\u0103 pemite contactarea telefonic\u0103<\/li>\n<li><strong>Campaign<\/strong> &#8211; Numele campaniei din care provine contactul<\/li>\n<\/ul>\n<p>\u00cen ultima sec\u0163iune, <strong>Others<\/strong>, pute\u0163i configura acest contact pentru a fi atribuit unui angajat al organiza\u0163iei dvs.<\/p>\n<h2 id=\"3-editarea-si-stergerea-contactelor-existente\"><strong>3. Editarea \u015fi \u015ftergerea contactelor existente<\/strong><\/h2>\n<p>Pentru a edita \u015fi \u015fterge contacte accesa\u0163i pagina principal\u0103 <strong>Contacts<\/strong>. Utiliza\u0163i modulul <strong>Search<\/strong> pentru a g\u0103si contactul dorit.<\/p>\n<ul>\n<li>Pentru a <strong>edita<\/strong>, click pe butonul mic de editare asem\u0103n\u0103tor cu creionul \u00eenainte de numele contactului \u015fi ve\u021bi fi redirec\u021bionat c\u0103tre o pagin\u0103 unde ve\u021bi g\u0103si toate informa\u021biile pe care le pute\u021bi edita. Dup\u0103 editare click <strong>Save<\/strong> pentru a salva modific\u0103rile.<\/li>\n<li>Pentru a <strong>\u015fterge<\/strong>, click pe caseta de selectare mic\u0103 \u00eenainte de numele contactului \u0219i pe butonul <strong>Delete<\/strong> din partea de sus a tabelului.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>Sec\u0163iunea Contacts din modulul Sales este locul unde pute\u0163i crea contacte \u015fi s\u0103 le lega\u0163i de orice Cont, Oportunitate sau Campanie creat\u0103 \u00een SugarCRM CE. Iat\u0103 cum pute\u0163i gestiona contactele dvs. create \u00een SugarCRM CE. 1. Accesarea paginii Contacts Pentru a gestiona Sales Contacts, naviga\u0163i la Sales &gt; Contacts. Ve\u0163i fi direc\u0163ionat c\u0103tre o pagin\u0103 &#8230; <a title=\"Cum gestionez contactele in SugarCRM?\" class=\"read-more\" href=\"https:\/\/www.hostx.ro\/kb\/cum-gestionez-contactele-in-sugarcrm\/\" aria-label=\"Cite\u0219te mai multe despre Cum gestionez contactele in SugarCRM?\">Cite\u0219te mai mult<\/a><\/p>\n","protected":false},"author":3,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"inline_featured_image":false,"whmcs_kb_id":1645,"footnotes":""},"doc_category":[177],"doc_tag":[234,456,254,457],"class_list":["post-1839","docs","type-docs","status-publish","hentry","doc_category-sugarcrm","doc_tag-administrare","doc_tag-crm","doc_tag-management","doc_tag-sugarcrm"],"year_month":"2026-11","word_count":380,"total_views":"24","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"Adrian Firican","author_nicename":"techeditor1","author_url":"https:\/\/www.hostx.ro\/kb\/author\/techeditor1\/"},"doc_category_info":[{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-category\/sugarcrm\/"}],"doc_tag_info":[{"term_name":"administrare","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/administrare\/"},{"term_name":"CRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/crm\/"},{"term_name":"management","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/management\/"},{"term_name":"SugarCRM","term_url":"https:\/\/www.hostx.ro\/kb\/docs-tag\/sugarcrm\/"}],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.7 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Cum gestionez contactele \u00een SugarCRM CE - Centrul de suport HostX<\/title>\n<meta name=\"description\" content=\"Ghid complet pentru gestionarea contactelor \u00een SugarCRM: creare, editare \u0219i \u0219tergere. 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