Contacts

Once you have some Company Accounts loaded you can then add Contacts to the Accounts. You may have already imported your Contacts with your Accounts but if not you can add them individually to your Accounts.

N.B. You cannot add a Contact before you have created an Account. Go to heading Add in this article for full details.

Your Accounts, or Company Accounts, are the fundamental data needed to use your CRM system. An Account is an organisation that you deal with and the quality of data you enter in Accounts will determine the success of your CRM.

In this screen you will see:

• Overview: You will see an overview of contacts and you can edit contacts
• Add: You can add contacts individually in this module
• Columns: You can manage your grid columns

Overview

Your CRM system allows you to record a large amount of data about each of your Contacts.


You can add your own custom fields to define the Account Types and to log data that is specific to your business, for example, warranty dates or model number. You will read more about this under the heading: Columns.

In the overview you can:

• Filter and search contact:
  You can sort your Contacts data by clicking on the column titles or field names (e.g. Account Name, Source), or you can search for the information you want using the Search bar. Using the predictive search feature you can search for any detail within the account by typing a key word in the search box. The predictive search will return a list of any accounts that match your search as you type and these will be filtered the more of the word you type.
• Perform various actions on an account by checking the checkbox:
  • Delete: delete a contact
  • Export: export the contact info as a csv or excel file
  • Copy: copy contact information
  • Move To: move a contact to an account
  • Bulk update: with this option you can update information of multiple contacts at the same time (when you select multiple contacts)
  • Merge To: merge an existing contact with another contact (if you select one contact)
  • Add to List: you can add an individual contact to a Mailing & Consent List, if consent has been given.
  • Trigger Automation: you can trigger an automation for a contact. An automation is a automatic campaign.
  • Add to Tag: use tags to filter and create automated campaigns
  • Create Tag: create a new tag to filter and create automated campaigns

Edit contact

To edit an existing Contact, click on the contact name to open the contact form and then click Edit. Edit the contact form and save. The form allows you to record who is the decision maker on the account and if they have a different address from the company account.

If you are using another marketing tool, you can set the contact to “hold” so they do not receive you marketing emails. The contact will automatically be set to “hold” if they have unsubscribed from your emails.

Add

If you want to add a contact click the + Add button.

You will see a new screen with input fields for the details of an contact:

Most of the fields are self-explanatory.

Opt-in

Do you have permission to email the contact?

Main contact

Is the contact a main contact?

Contact insights

If you have multiple permissions for email (campaigns), you can toggle the permissions to yes or no.

Columns

You can select which fields show on the grid and the order they appear by clicking the Columns button. You can select the fields you want to see from the dropdown list and use the drag & drop to change the order they appear on the grid. Then click Save. If you have more columns than will fit to your screen size, a scroll bar will appear at the bottom of the table so you can slide across to view them.

On the grid, you can sort your data by clicking on the column header, e.g. by Name, Date, Type, Status etc. The column header that the data is sorted by will be highlighted in blue text.