Contacts

Navigation: Sales → Contacts

A Contact is an individual related to Account.

Review Contact form

 

editContacto

1. General information about Contact is provided in tab General. You have to fill in this information when creating new Contact.

2. In tab Media it is possible to attach files. Click Select Files or do Drag & Drop.

3. In tab Notes it is possible to leave notes. Click Add note to create new note.

4. Available Info Tabs:

5. Available navigation buttons:

  • Add new: is used to create new Contact.
  • To list: is used to go to the list of Contacts.

6. Available navigation buttons:

  • Data export: is used to contact data export to XML, JSON and PDF format.
  • Forget: is used to forget contact.

Create new Contact

To create new Contact follow these steps:

1. Go to Sales → Contacts.
2. In the list of Contacts click New.
3. Fill in fields in tab General:

  • Name: indicates name of the Contact.
  • Birthday: indicates birthday of the Contact.
  • Owner: indicates who will be responsible and accountable for this Contact (list is taken from Settings → Users). Field is filled automatically with User’s who is creating new Contact name.
  • Mobile, Phone, Email, Country, City, Street address, Post code: Contact’s contact information and address.

4. Click Save.

Contact_create3

Add contact information

To add contact information follow these steps:

1. In tab Communications click Add_Create_new.
2. Choose Account to which communication is related (this is useful if Contact is assigned to several Accounts), type of communication, fill in information and click Save.

Contact_communication

Assign Account the Contact is related with

To assign Account the Contact is related with follow these steps:

1. In tab Accounts click Lead_create_task and select Assign.
2. Fill in information about Contact and Account relation:

  • Account: conduct search of a related Account.
  • Position: Contacts’ position in a company.
  • Status: Contact’s status in a company.
  • Primary contact: turn ON if Contact is primary contact person of the Account.
  • Main company: turn ON if Account is main Contact’s company.

3. Click Save.

assAccount

 

If Account was not found while conducting Account’s search, follow these steps to assign Account the Contact is related to:

1. In tab Accounts click Add_Create_new.
2. Fill in Account information, Contact position and Communications.
3. Click Save.

addNewAcc

Assign Contact to Campaign related to sales

It is possible to assign Contact to Campaign related to sales in several locations of the system: Campaign form, Contact form, Contacts list window.

To assign Contact to Campaign in the Contact form follow these steps:

1. In tab Campaigns click Add_Create_new.
2. Choose Campaign from the list and click Save.

Account_campaign

Perform actions in the list of Contacts

contactAction

 

1. As in all lists, you can work with Contacts by using standard functionality buttons: filter Contacts, add new Contact, change table properties, search Contact, narrow or extend information viewable in table cells, edit or add additional information to the Contact, delete Contact from the list.

2. It is possible to perform actions with Contacts in the list without opening the entries. After selecting single or multiple Contacts by marking lines ok - Copy or selecting all Contacts by clicking Select_all_button button available actions are:

  • Export records: is used to export selected Contacts to MS Excel file.
  • Assign to Group: is used to assign selected Contacts to a Group.
  • Assign to Campaign: is used to assign selected Contacts to a Campaign.
  • Remove from group: is used to remove selected Contacts from Group.
  • Remove from Campaign: is used to remove selected Contacts from Campaign.
  • Set Owner: is used to assign new Owner to selected Contacts.