Managing and tracking client contacts is crucial for ensuring effective communication and fostering strong relationships. A contact typically refers to a client representative with whom you can engage in communication or interaction within the platform to discuss the requirements or needs of the client.
To create a Contact, follow these steps:
- Navigate to the main navigation header bar and click on Contacts.
- Click on the (+) Add Contact button.
Contacts - Add Contacts
- Enter the details and click Save.
Information: A contact owner typically refers to an internal staff member who holds full authority over client contacts, overseeing all interactions and engagements within the platform.
Contacts - Add Contacts
- The created Contact will appear in the list.
Contact - Added
Similarly, to add a contact from the Quick add Contact panel, follow these steps:
- Navigate to the main navigation header bar and click on the Quick add Contact (+) on the top left side.
- Select Contact and follow the steps outlined above to create a new contact.
Quick add Contact - Add Contact
Information: Similarly, you can even create contacts from the Client Summary page>Contacts> Create Contact (+).