Contacts are the people associated with prospects or clients that you may wish to add to a pipeline or pipeline activity. Contacts are created and managed via the prospect or client card in either the CRM or resources modules.
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CONTACTS NAVIGATION
Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and go to the contacts tab.The features for contacts are the same whether you access via the resources or CRM module.
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Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and go to the contacts tab.
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Click the add new contact
icon, the parent resource type and parent resource fields will default to the selected record in the list, to change simply click on the dropdown arrow and select a new resource to add a contact to.Complete the following information:
Contact name
Contact initials: the field will pre-populate once you have entered a contact name. You can overwrite the value but the initials must be unique and not used on any other record in your system
Contact email (optional)
Login name (optional) - this would be completed : complete this field if you want this client contact to have access to your WorkBook system via the client portal
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UPDATE CONTACT DETAILS
Go to CRM > clients & prospects list > select the client or prospect from the list > click the show/hide prospect card
icon and go to the contacts tab.Select the the client or prospect record you wish to add information to > click the toggle resource card icon
This will open a separate window where you can update client contact information including:
Name
Initials (used to add the contact to conversations if using the client portal module)
Position
Phone number
Mobile number
Social information : e.g. LinkedIn, Skype etc.
*Skills
*Interests
*Resource group (usually used on clients and prospect resources, resource groups are used for grouping resources together e.g. for a mail out)
*Tags
Address details
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*Skills, interests, resource groups and tags are unique to your system and can be created in the Settings module.
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| Info |
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To create and amend client or prospect contacts via the resources module go to: https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=677871683 |
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