Managing Contacts

Contacts Overview

A contact represents a specific person within an organization or as an individual customer. This record contains details such as their name, job title, email, phone number, and more. Contacts are usually linked to an account in the CRM, which represents the organization they belong to.

Managing Contacts

Adding Contacts

In the Add Contacts  pop-up modal, add the following details: View full size

1. Name: Full name of the contact.
2. Email Address: Primary email for communication.
3. Title: Their role within the organization.
4. Phone Number: Contact number(s), including mobile or work.

In the Contacts Page, add the following details:

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1. Account Association: The account (organization) the contact is linked to.
2. Address: Contact's location (optional if covered by the account address).
3. Time zone
4. Contact Owner: Assign a contact owner from the dropdown menu.
5. NPS and CSAT Score: Provide the Net Promoter Score (NPS) and Customer Satisfaction Score (CSAT).
6. Facebook, LinkedIn, and Twitter: Add their Social networking handles
7. Notes:  To add any notes regarding the contact

Click Save Changes.

Importing Contacts

• Click on the Add button located in the top-right corner of the Contacts screen.

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  From the dropdown menu, select Import Contacts 

• In the Import Contacts pop-up modal:

  • Click on "download template" to start from scratch with a template that guides you on what to provide to create contacts in bulk via import.

  • Select "Click to browse files" if you already have a filled-out import template; select this option to choose your file and import it into the system.

  • Select an already-created contact list to add the contacts. 

  • Click the Import button.

• Also select Import Contact List to select a contact list.

Deleting Contacts

From Contacts Pages:

Click on the three-dot menu located on the right side of the contact you want to delete and select Delete Contact.

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Using Contacts

Associating Contacts to Accounts

1. In the Contacts Page, select the account the contact needs to be linked to from the account dropdown. View full size
2. In the Accounts page, adding a domain and selecting the Automatically Add Contacts checkbox will auto-associate contacts to accounts whose email address has that domain. View full size
3. Importing Contacts: In the file to import contacts, ensure to fill out the associated account by adding the Accounts_uuid field. 

Contact Lists

In the List page, select the list you want to add contacts to.

• Click on the Add button located in the top-right corner of the screen in the selected list.

• From the dropdown menu, select Add Contacts.

• In the Add Contacts to List pop-up modal, select the contacts you want to add to the list and click add to list.