Contacts

The Contacts section allows you to manage all people you interact with during the sales process.

• All Contacts are shown in a table view with key details:

  • Name

  • Email

  • Phone

  • Linked Company

  • Open Leads

  • Open Deals

  • Created date

• The top summary shows totals: total contacts, new contacts (this month), contacts with open Deals, contacts with open Leads, and unlinked contacts.

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When creating a new Contact, you provide:

• Name (required)

• Email (required, should be unique - no duplicates allowed in CRM)

• Company

  • Select an existing Company

  • Skip for now (Contact will remain unlinked)

  • Or create a new Company directly during Contact creation

• Additional optional details (like Phone and Title) can be added.

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In the Contact full view, you can:

• See linked Leads and Deals.

• View and edit Contact details (Name, Email, Phone, Title, Tags, LinkedIn, etc.).

• View linked Company details.

• Add Notes.

Each Contact always shows its relationship to:

• Leads (where they’re involved)

• Deals (associated opportunities)

• Company (the organization they belong to)

• Jira work items

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You can use the Filters panel to quickly narrow down your Contacts list.

Available options:

• Created by me – show only Contacts you created.

• Linked Records – filter Contacts that are linked to open Leads or open Deals.

• Linked Company – show only Contacts from a specific Company.

• Created – limit results by creation date range.

📌 Filters are for display purposes only — they don’t affect the underlying Contacts data.

You can connect a Contact to related Jira work items directly from the Linked work items section.

Click + Link New Item, then start typing to search by:

• Jira issue key (e.g., SCRUM-9),

• issue summary, or

• paste a direct link to the Jira work item.

Once linked, the connection appears:

• in the Contact’s Linked work items section inside Mria CRM,

• in the Mria CRM panel on the Jira issue’s right sidebar.

➡️ Learn more about the Jira panel on the Jira Integration page.

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For Contacts and Companies, Mria CRM automatically calculates a status based on their activity history:

To delete a Contact, open the ... menu in the top right corner of a Contact full view and select Delete.

• ❌ Primary Contacts (the main link for a Company) cannot be deleted. You’ll see a warning.

• ✅ Secondary Contacts can be deleted. They’ll be removed and unlinked from Deals, Leads, and Companies.

• ✅ Orphaned Contacts (not linked to any Company) stay in the system and can be linked later.

✅ This makes Contacts the core link between Leads, Deals, and Companies.