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Professional Guide

View and manage your assigned contacts and their CRM details in the Ventana portal.

For Professionals
ℹ️
Professional role — how it differs from User: Professionals don’t see their own contact record. Instead, they see a Contacts list of people assigned to them by an admin. Invoices and Documents are not available in this role — those modules are accessed through individual contact records.

Who this guide is for

  • Portal users with the Professional role
  • Anyone whose admin has assigned them contacts to manage

What you’ll learn

  • How to navigate to your assigned contacts
  • How to browse and search the contacts list
  • How to view a contact’s CRM details

On this page

  1. Navigate to Contacts
  2. Browse your assigned contacts
  3. View a contact’s details
Step 1

Navigate to Contacts

As a Professional, your sidebar shows a direct Contacts link — no hover flyout needed. Click it to see all the contacts assigned to you.

Portal sidebar showing Contacts as the active navigation item The left sidebar shows Contacts highlighted as the active item with a teal background and accent rail. The content area shows the Contacts page heading. One callout indicates the Contacts nav item. app.getventana.com/portal/contacts Ventana Contacts Signatures Support Contacts Your assigned contacts. Contact list will appear here 1
1

Click “Contacts” in the left sidebar

The Contacts link takes you directly to your assigned contact list. You’ll only see contacts that your admin has explicitly assigned to you — not all contacts in the organization.

Step 2

Browse Your Assigned Contacts

The Contacts page shows a table of everyone assigned to you. Click any row or the View → button to open a contact’s full detail page.

Contacts list table showing assigned contacts with View buttons A table shows three assigned contacts: Jane Smith at Acme Corp, Bob Johnson at TechCo, and Carol Lee at StartupXYZ. The first row's View button is highlighted. One callout indicates the View button. app.getventana.com/portal/contacts Contacts NAME COMPANY EMAIL LAST UPDATED Jane Smith Acme Corp jane@acme.com May 15, 2026 View → Bob Johnson TechCo bob@techco.com May 3, 2026 View → Carol Lee StartupXYZ carol@startup.xyz Apr 28, 2026 View → 1
1

Click “View →” to open a contact

Click the View → button on any row — or anywhere on the row itself — to open that contact’s detail page. You’ll see all the CRM fields your admin has made visible for the Professional role.

Step 3

View a Contact’s Details

The contact detail page shows the CRM fields your admin has enabled for your role. Most fields are read-only — if your admin has granted write access to a field, a pencil icon will appear next to it.

Contact detail page for Jane Smith showing back link, header card, and field list The contact page shows a back link to Contacts at the top, a header card with Jane Smith's name and contact info, and a Contact Information field card listing Account Type, Industry, Lead Source, and Description. Three callouts indicate the back link, the contact header, and the field list. app.getventana.com/portal/contacts/jane-smith Ventana Contacts Signatures Support ← Back to Contacts Jane Smith Acme Corp jane@acme.com +1 (555) 987-6543 CONTACT INFORMATION ACCOUNT TYPE Enterprise 🔒 INDUSTRY Technology 🔒 LEAD SOURCE Referral 🔒 DESCRIPTION Key enterprise client — annual renewal due Q3. 1 2 3
1

Use “← Back to Contacts” to return to the list

The back link at the top returns you to your full contact list without losing your place.

2

Review the contact header

The header card shows the contact’s name, company, email, and phone at a glance — pulled directly from their Zoho CRM record.

3

Read the CRM field list

The Contact Information section shows the fields your admin has enabled for the Professional role. Lock icons (🔒) indicate read-only fields. If any field shows a pencil icon instead, you can click to edit it and the change will sync to Zoho CRM.

⚠️
You can only view contacts that have been explicitly assigned to you. If a contact you expect to see is missing, ask your admin to assign them to your account.
Need admin access?

Configure CRM for your organization

Admins can enable modules, assign contacts to Professionals, and configure field permissions per role.

View Admin Guide →