Contacts are the people associated with your prospects or clients or prospects that you may wish to add to a job, estimate, invoice or mailing list.Contacts are accessed through pipeline or pipeline activity. Contacts are created and managed via the prospect or client card via in either the CRM module or the resources module modules.
Contacts can must live against a client , or prospect or supplier, they cannot exist on their own.
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ACCESSING THE PROSPECT/CLIENT CARD
There are two options for accessing the client card in WorkBook:
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CONTACTS NAVIGATION
Go to CRM > clients & prospects list
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Select the client > open select the client card
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2. via the resources module > resource default grid
Select the client > open the client card
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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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NUMBER | FUNCTIONALITY |
1 | The add new contact button allows you to add additional contacts to your client or prospect. |
2 | Set contact active/in-active allows you to activate/ |
deactivate contacts. | |
3 | The anonymise contact button will permanently delete the following information on the |
contact for data protection or audit purposes:
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4 | Merge contacts allows you to merge two contacts within your |
contact list. This is particularly useful if two people in your agency have added the same contact against the client and you only want one complete record. | |
5 | Move contacts allows you to move a prospect or client contact from one |
company to another. | |
6 | The toggle resource card opens a window at the bottom of the screen and allows you to add additional information against your client contact e.g. phone number, address details etc. |
7 | The search grid allows you to search your contact list for a particular |
person. | |
8 | By checking the show inactive box you will be able to see |
both active and inactive prospect/client contacts. |
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CREATE A CONTACT
In WorkBook to create a client contact go to:
The CRM module> Go to CRM > clients & prospects list > select the client or prospect
Open the client/prospect card > select the contacts tab
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from the list > click the show/hide prospect card
icon and go to the contacts tab.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
to update client contact details go to:
The crm module> Go to CRM > clients & prospects list > select the client or prospect
Open the client/prospect card > select the contacts tab
Highlight 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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