The Person Module in WORTAL CRM is designed to manage and maintain detailed records of individual contacts associated with business activities. A ‘Person’ represents a real individual—such as a buyer, decision-maker, manager, or any stakeholder linked to Leads, Deals, or Organizations.
This module serves as a central repository for all personal and professional information, including contact details, email, identification data (e.g., PAN), credit terms, and important dates like birthdays and anniversaries. It also allows users to manage billing and shipping addresses, ensuring accurate and organized record-keeping
