CRM: Adding and Editing Contacts
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
CLICK HERE to learn about Company First Mode
The required fields are Role, First Name, and Last Name. The Email field 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.
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 Portal Access Invitation. 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 to the platform 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. While in this status, a Contact will be unable to access the portal and will not be sent any email notifications for created or assigned content. Once you are prepared, you can select Send Invite from the Options menu button.
CLICK HERE to learn about Documents
If you have chosen to send the Portal Access Invitation, 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 Invite at any time via the Options menu button.
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 Portal Access Invitation 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.
How do I manage my Contacts?
In the Contacts list, click the Options menu button of the Contact you would like to manage. This is a special menu that has a structure similar to the Flyout Menu.
The options available will depend on several factors (Role, Status, etc.,). You'll be able to quickly accomplish many tasks right from this menu.
You can use the quick icons at the top of the menu to copy the link to the Contact's CRM Dashboard, edit the Contact's information, send a Secure Message, and Impersonate the user.
CLICK HERE to learn about the CRM Dashboard
CLICK HERE to learn about Secure Messaging
CLICK HERE to learn about Impersonating
How do I Edit a Contact?
Go to CRM > Contacts. The first way is to click Options and select the Edit Icon.
The second way is to click on the Contact you are wanting to edit from CRM > Contacts. This will take you to the Client Dashboard.
From there you will click the Edit Icon on the right next to Dynamic Data.
After making your Contact Edits you will see that you have 3 different Save options on the right side.
Save > List: This will save your edits and take you back to the list of Contacts.
Save > Contact: This will save your edits and take you back to that specific Contact's Dashboard.
Clear Changes: This will remove any changes you have made to the Contact. You will still need to choose a save option after clearing the changes.