Accessing Your Contacts Application
Access Applications Menu:
Hover over the navigation bar to the left of the dashboard and select ‘Contacts’.
Adding People to Your Contacts
To initiate the process of adding a new person to your contact list, follow these steps:
1. Access the 'People' Tab:
Inside the Contacts app, select the 'People' tab.
2. Initiate New Contact Creation:
Click on the '+ New Person' button located at the top right corner of the page. This will prompt a 'Create Person' menu to appear on the right side of your screen.
Note: To successfully create a contact record, you need to provide either the person's Email Address or Name. These are mandatory fields.
3. Enter Required Information:
Start by inputting the individual's name or email address. As you begin this process, additional optional fields will become available. These include Job Title, Phone Number, and Lead Status.
If the person's phone number is from a country other than the United States, select the appropriate region by clicking the flag icon.
4. Assign a Lead Status:
The 'Lead Status' dropdown allows you to classify your contact based on the current stage in your sales process. Here's what each status represents:
New - A new contact with no prior deals or communication.
Open - A representative has attempted contact with the lead and further follow-up is required.
In Progress - Connection has been established and steps towards finalizing a deal have begun.
Open Deal - An offer has been pitched to the customer and you're awaiting a response or need to follow up.
Unqualified - The contact did not qualify for a deal. You may wish to contact them again in the future for another offer.
Attempted to Contact - An attempt to make contact was made, but you have yet to receive a response.
Connected - You've made contact with the lead and need to plan your next steps.
Bad Timing - The lead showed interest but were not ready to take advantage of your offer at this time.
5. Submit Information:
Once you've filled in the necessary information, click 'Submit' to finalize the process. If you wish to enter another personal contact, click 'Create and Add Another'.
Note: When you start typing an email that's already present in your Contacts, a warning notification will appear. You cannot create a new contact with a duplicate email or phone number. This feature ensures all your contacts are unique within the application.
After you've added one or more personal contacts, you'll be returned to the 'People' tab where your new contacts will be displayed at the top of the table.
Expanding Contact Information
Additional contact details can be added by editing the contact record within the Contacts application. This feature lets you associate tasks and projects with the contact, enabling a comprehensive overview in one place.
For more details on expanding your contact records, visit this link.