CRM: Adding Contacts

IMPORTANT: You should take a minute and evaluate if you might be best off running in "Company First" mode.

CLICK HERE to learn about Company First Mode


How do I add a Contact?

To add a Lead, Prospect or Client, navigate to  CRM > Contacts, and click the +Add Contact button.

You will be presented with several fields to fill out for your  Contact. You can create Secondary Clients in the same way. 

CLICK HERE to learn more about Secondary Clients

The required fields are Role, First Name, Last Name, and Job Title. Email will also be required if the Contact is a Prospect or Client. You also have the option to assign a Company to the Contact (a new Company can be created using the Add Quick Company button). You can upload an avatar for your Contact, and fill in other information as needed. Once you're done, just click the Add button at the bottom of the page to save the new Contact.

TIP: If you're having trouble adding a Contact, read the Inactive Contacts section for the most likely explanation.

CLICK HERE to learn more about Inactive Contacts

Inviting Prospects and Clients to the Portal

During the creation process, you will have the option of immediately sending the Prospect or Client a Welcome Email. This email will contain a link to activate their account. They will be required to choose a password before gaining access to the Portal. If you would prefer to not send them the activation link right away, you can uncheck this option.

In some cases, you may want to add the Contact but not send the activation link right away. While the Contact is in Not Invited Status, you have the freedom to build the resources that you intend for them to see. You can assign Files, add to Circles, Impersonate the Contact to verify that everything looks correct, etc. When you are prepared, you can select Send Invite from the Options dropdown menu.

If you have chosen to send the Welcome Email, your Prospect or Client will have the "Invited" Status in the CRM list under Last Login until they activate their account. While in Invited status, you can choose to Resend the Welcome Email at any time via the Options dropdown menu.

TIP: Resend is not available for Prospects or Clients whom have activated their account. If they are having trouble accessing their account, they are required to change their password.


Creating a Test Client

Navigate to CRM > Contacts, and click the +Add Contact button.

For testing purposes, it is best to choose "Client" for the Role. Choosing to send the "welcome email" immediately will speed up the process.

The following are the only required fields. In this example, the Gmail/G Suite hack is being used.
The Client - or in this case, you - will receive the activation email. If you are already logged into the platform, it is recommended to open the link via "Incognito" or "Private" mode. You can do this by right-clicking the link and selecting Open link in incognito window in Chrome, or Open link in private window in Firefox, or a similar in a different browser. Two users on the same browser cannot be logged into the platform at the same time.

All you need to do now to activate the account is to set a password.
Now you can experiment by creating Client pages, sharing Files, creating Invoices, etc., to test what your Clients will see.

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