Contacts section allows you to add and manage specific contact(s) associated with the lead, including key decision-makers, stakeholders, and representatives.
- Assign Contact(s): This function allows you to allocate specific contact(s) to a lead, enhancing communication and collaboration efficiency.
- Delink Contact(s): This feature enables you to detach specific contact(s) from a lead.
To navigate to the Lead Contacts page, follow these steps:
- Navigate to the main navigation header bar and click on Leads.
- Access the list of all clients, then click on any client to be directed to the Lead Summary page.
- Select Contact(s) and then click Assign Contact.
Note: To add a lead contact, simply click on the (+) button, input the details, and then click Save. To remove contact(s) from the lead, choose the checkbox next to each contact and then click on Delink Contacts.
Lead Summary Page - Contacts - Assign Contact
- Upon selecting Assign Contacts, you will be presented with a list of all contacts add under the Contacts Module. Choose the desired contacts using the checkboxes provided, then click Assign Contact to proceed.
Information: To read more on how to add a contact, click here: Create a Contact. Contacts create here will be reflected when clicking Assign Contact.
Note: You can use the search box to filter out the required contact(s).
Assign Contacts
Information: Upon assigning contact(s) you can make the contacts as the Primary Contact.
Information: Primary Contact within a lead act as the key communication point, managing interactions and addressing any needs or concerns throughout the lead engagement process. To designate a contact as the Primary Contact, toggle the Primary Contact option under the Contacts section upon assigning contact(s).
Note: You can designate only one contact as the Primary Contact for the specific lead.
Assign Contact(s) - Primary Contact