Contacts represent the people you interact with while creating a project for the client. Contact pages store detailed information about your communications with each person, including CRM related activity and order history.
On this page:
How to create a client contact
How to delete a client contact
How to restore a deleted client contact
How to create a client contact
You can add a new client contact from the client page's Profile and Contact tabs, the Clients tab, and any presentation/estimate/sales order/invoice.
To create a contact from the client page's Profile tab:
- Scroll down to the contact section (under the client details)
- Click Add Contact next to the relevant department
- Enter the contact details
- Click Save
To create a contact from the client page's Contact tab:
- Click Add Contact next to the relevant department
- Enter your contact details
- Click Save
You need permission to "Create/Modify Account" to create new client contacts.
How to delete a client contact
You can't delete client contacts, but you can make them inactive so that they don't pull into your forms or reports.
To make a contact inactive, either:
- Click the icon on the contact and drag it into the "Inactive Contacts" department
- Hover over the contact and click the icon
Both options will move the contact into the "Inactive Contacts" department. You can recover an inactive contact by dragging and dropping it back into the relevant department.
If moving the client's primary contact to inactive, edit the Client Details first and change the primary to a new contact. Click Save, then move your contact into the "Inactive Contacts" department.
How to restore a deleted client contact
To restore a deleted client contact:
- Go to the client page's "Inactive Contacts" department
- Click the icon on the contact and drag it into any other department
Contact details
When adding or editing a client contact, you can customize the following details:
- First name
- Last name
- Position
- Phone number (click Add Phone to add additional phone numbers)
- Department
- Twitter handle
- Linked In
- Skype
- Address (pulls to the Mailing List Report)
- No Marketing (whether or not you want to enroll this client for marketing emails)
- Tags
Edit contact details
To edit contact details:
- Click the icon next to the contact
- Make the necessary edits to their contact details
- Click Save
Departments
You can organize client contacts based on their role by assigning them to a specific department.
The Department options are:
- Executive
- Marketing
- Shop (these contacts can be automatically created through a Company Shop)
- Sales
- Purchasing
- Accounting (these contacts are automatically cc'd on deposit invoices/invoices)
- Administration
- Human Resources
- Other
- Inactive Contacts (deleted contacts)
The department options cannot be added to or customized. If you are choosing a department for your client import template, "Inactive Contacts" is excluded from this list.
Contact page
You can access a contact's page through the
- client page > click on their bolded name
- client page > Contacts tab > click on their contact card
- global search bar > search for their name > select them from the Contacts search results
Each contact's page includes an:
Overview tab
From the Overview tab, you can:
- Log notes, calls, or meetings that you have had with this specific contact
- Filter the contact's newsfeed by notes, calls, meetings, or activities
- Edit the contact's details
- Use the Actions button to create a new project or email the contact
To edit the contact's details:
- Click Edit Contact in the top right corner
- Update the necessary details
- Click Save Contact
From the Actions button, you can
- create a new project for the contact
- email the contact
You can access the contact's social media accounts by selecting one of the following icons next to the contact name at the top of the page:
Projects tab
From the Projects tab, you can:
- View all projects where the contact was listed as the initial client contact, billing contact, or shipping contact
- Filter the results by project number, job name, or the name of either the client or order rep on the project
- Filter by a specific form type (presentations /estimates /sales orders /invoices )
The blue icons beside each project indicate which forms the contact was listed as the initial contact, billing contact, or shipping contact.
Marketing tab
The Marketing tab displays
- the last date/time the contact was synced
- email campaigns the contact is a part of and any opens/clicks
The Marketing tab only appears when a contact is synced with HubSpot or Mailchimp.
Contact tags
You can use contact tags to filter your Mailing List Report.
To create a tag from the client profile:
- Click the icon next to the contact
- Click the text field for Tags
- Type your tag(s) into the field
- Click Save
To create a tag from the contact page:
- Click Edit Contact in the top right corner
- Click the text field for Tags
- Type your tag(s) into the field
- Click Save Contact
You can create new contact tags or select existing contact tags from the drop-down that populates as you type. Contact tags can be managed through your Dashboard's Tags tile.