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.
Contacts must live against a client or prospect, they cannot exist on their own.
ON THIS PAGE YOU WILL FIND: |
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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
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. |
CREATE A CONTACT
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 tabClick 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 toComplete 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): complete this field if you want this contact to have access to your WorkBook system via the client portal
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 tabSelect 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
Position
Phone number
Mobile number
Social: 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
*Skills, interests, resource groups and tags are unique to your system and can be created in the Settings module.
To create and amend client or prospect contacts via the resources module go to: https://tangram.atlassian.net/wiki/pages/resumedraft.action?draftId=677871683