Adding Contacts

To add a contact click the New.png button at the top right of the Contacts screen. You can then select the contact type you wish to enter - Company or Individual.

If you select an individual the form will adapt to enable you to enter the relevant details. Once you have entered the person's name it is then possible to capture multiple email addresses, phone numbers and postal addresses by going to the relevant tabs.

There is also a facility to add Twitter and LinkedIn account details for your contact on the basics tab.

There is a free type field titled 'Notes' where you can make a note of any further relevant information.

Once all your information is added click  at the top of the page. This will take you back to the Summary tab for your contact.

If you select a Company as the contact type the form will again adapt to enable the relevant information to be added. Once you have entered the company name you have the facility to record multiple Account Managers (these must be SalesMaster users) and denote whether they are Primary, Secondary, Other or Support.

Within the Employees tab, clicking on the Add_person.png button allows you to add an employee to the company contact.

A search window will open where you can search for an existing contact (within SalesMaster) to add as an employee. If the name is not found in SalesMaster's database you will give you the option to directly create the Person. 

You will then be able to add a job title and indicate whether they are a decision maker.

Again, you can enter multiple email addresses, phone numbers and postal addresses as required.

Details about a companies fleet requirements can also be captured within a company's contact record.


Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request


Article is closed for comments.
Powered by Zendesk