Follow

Timeline and Contacts

Timeline and Contacts

Using Contacts with Timeline.

 

Contact Summary

The ‘Contact with’ column is included on the default view of Timeline. The name of the person or organisation that the Event is associated with is shown in blue.  

Clicking on the name opens the Contact Summary. This provides key information about the contact (where available).  

  • Click the pencil icon to change the main contact record.  
  • Click the contact’s name to filter all events by the contact.  
  • Clicking the email address opens your email.

Email Contact Creates Event

On the main contact record for a person or a company, there is an ‘Emails’ tab. By each email address there is a ‘Send email’ button. This opens an email in your default email application and pre-populates the ‘To’ address with the contact’s email address. 

After writing and sending your email, upon returning to SalesMaster the system will prompt you to create a Timeline Event. SalesMaster pre-populates as much for you as possible. 

 

After adding a description, all you need to do is press ‘Save’ to create the event.

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

0 Comments

Article is closed for comments.
Powered by Zendesk