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Overview – Contacts module

When you have a ton of contacts, a management tool is invaluable. We understood that and that’s why our contact management module is great! It allows you to keep all important customer data in one place, but also it allows you to keep an eye on follow-up calls to be made. You’ve come to the right place to find your next best friend / assistant;).

First of all, you must access the module by clicking on “Contacts” in the bar at the top of the page. You will then see the list of all your customers. In our example, we only have one. We will resolve the situation by adding new ones.

To create a new contact, you must click on “Add a contact”. This section allows you to gather all the information about your contact, including their contact details. All you have to do is complete the fields on the screen and click on “save” at the bottom of the page to save the file.
Screen Shot 2016-04-29 at 09.15.18

This page has several very useful sections. The first, located in the upper left corner, allows you to enter comments.

Comments section

Very useful when you have several salespeople interacting with the same contact! The comments section allows you to enter notes to the form. You can also indicate how you contacted the person.Screen Shot 2016-04-29 at 09.15.38 By clicking on “Show comments” you will be able to see all comments, no matter who wrote them. Thus, all the information is transmitted between the people concerned.Screen Shot 2016-04-29 at 13.13.52

Another handy section is the tracking function. This allows you to select important dates to remember, to follow up with the contact.

Create a follow-up


To create a follow-up date, you must first enter a title for the follow-up. Then we choose the appropriate date for the reminder. That’s it! Screen Shot 2016-03-09 at 16.38.46Once you add follow-up dates, they will appear at the top of your contact’s page as in the example below. If you want to delete a follow-up, just click on the red “X” next to the date.Screen Shot 2016-04-29 at 15.14.34

By assigning follow-up dates to your contacts, they will be visible in the main page of the “Contacts” module (remember when you clicked on the “Contacts” icon in the top bar?).

The dates in green indicate the follow-ups to be carried out today .
Dates in blue are for follow-ups future .
Dates in red are for follow-ups missed whose date has passed.
Screen Shot 2016-04-29 at 15.15.00

Discovering the tabs

The “Assignments” tab allows you to assign the contact to your salespeople. You can tick more than one seller if necessary. If only one salesperson is assigned to the contact, the contact will only appear in the assigned salesperson’s contact list.

Screen Shot 2016-04-29 at 15.15.21The “Appointments” tab allows you to create, as its name suggests, appointments associated with the contact. Once the appointment details have been entered, it will appear in this tab and in your calendar.

Screen Shot 2016-04-29 at 15.15.43The “Customer” tab contains all the information on the customer attached to the contact. It can be a business or an organization. A customer can have more than one associate contact. For example, you can have the contact details of the President, CEO and CFO as three different contacts in your client.

Screen Shot 2016-04-29 at 15.15.59The “Sending” tab allows you to send predefined emails to your contact, for example a special offer or a newsletter. You choose the message from the list and it will be delivered. A comment will even be automatically added to the folder in order to keep track of the sending of messages.

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