Contact persons

Contact persons
When you have a lot of contacts, a management tool is invaluable.

This is why our contact management module is necessary and efficient.

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.

Overview – Contacts module

By Contact persons, Contacts, Your CRM

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 need to access the Collabox CRM by clicking on the “Contacts” module 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.

Create a contact

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?).

Green indicates follow-ups to be done today.
The blue color shows the future follow-ups.
Red highlights missed or overdue follow-ups.
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.


Contacts module in mobile version

By Contact persons, Contacts

The “Contacts” module is now available in mobile version at Collabox! We have completely redesigned the mobile display to give you something simple and compact. The new interface therefore allows you to do a quick search among all your contacts, but also your employees and suppliers.

Visual of the mobile version of the search menu of the contacts module

Take advantage of Collabox mobility to access your data on the go now!

Contacts module on your mobile

The first step is to connect to Collabox from your mobile. Then, you just have to click on the icon of the “Contacts” module located at the top of the page in the menu bar.

Collabox general menu with the Contacts module tab

You are now in the new CRM interface for the contacts module. The easiest way to search is to use the quick search. To do this, all you have to do is enter the desired information in the search bar. It is also possible to use the fields “First name”, “Last name” or “Customer” to carry out your search if you wish to limit your search to this field.

Possible fields to fill in for the search of a contact.

Search for a contact by name only

After starting the search, you will see all the results of your search. Click on the contact you wish to see for more information.

Search result in the Mobile Contacts module.

If you have any questions at all, you can contact us and we will be happy to answer your questions. (418) 907-9274