ShoutCMS uses Contacts for a variety of purposes including lead generation, order management, security access, directory services, and bulk emailing. Contacts can be assigned to one or more Groups or Group identifiers that support site access and internal business processes. It is important to understand how Contacts, Groups and Group Identifiers can be used to support lead generation and customer relationship management processes.
A Contact can be created internally by staff or by a person completing an online registration form or purchasing an item from the store. Contacts can also be imported and exported using a Microsoft Excel or CSV template (an import template can be downloaded to simplify the import process).