Create and manage contacts

Partnering is mainly made of interactions between people, either during the initial evaluation of new opportunities or later during the collaboration. So it's essential to know the point of contact with each potential partner company.

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

The Contacts page allows you to keep track of all the people you interacted with and record information about them.  

The contact profiles include useful information such as:

• Name, salutations, job title, and company.
• Contact details: email address, phone number, LinkedIn, or other social profiles.
• Associated meetings.
• Associated opportunities: role in the opportunity and whether or not the contact is a key contact.
• Notes.

All this information is publicly available to your team in the application.

Check the detailed user rights regarding contacts here.

Access contacts

From the navigation bar

You can access the master list of contacts by clicking Contacts in the navigation bar.

From the opportunities, companies, and meetings

You can access a specific contact profile within the Contacts tab of an opportunity or a company, or in the meetings' attendees.

Create a contact

Go to the Contacts page, click the Create button at the top right of the page and fill out all the information. First name, Last name, and Company name are the three minimal mandatory fields that you need to fill out. 

Import contacts

You can import a list of contacts to save time by creating contacts in bulk in the application. Through import, you have the option to assign contacts to opportunities.

Launch the import

You can either launch the import from the Create button of the navigation bar or click the ellipsis icon at the top right of the Contacts page and select Import contacts.

Upload the Excel file that contains the contacts to import

A Contact import pop-up will appear. We provide an Excel template to properly import contacts in the application. Click Instructions, and then, Download template to access it.

First name, Last name and Companies are the three minimum mandatory fields required to import contacts in the application.

You can directly drag and drop the Excel file to upload the contacts into the application, or browse your files.

Check the error report and start the import

In this step, you can review the errors reported in the Excel file you uploaded to fix them before launching the import. To do so, you'll need first to update your Excel file and then go back to the previous step to upload it once again. If there is no error, just click Import.

After clicking Import, the last step will display the number of contacts created from your import and if there's any warnings about them. If the result of the import looks good to you, click Confirm to finalize the creation of the contacts in the application.

Edit or delete contacts

To edit a contact, open the contact's profile, click the ellipsis icon at the top right of the page and select Edit or Delete.

Add contacts to an opportunity

Adding contacts to an opportunity is useful to quickly identify the people you need to interact with within the partner company to progress on your opportunity. 

Go to the Contacts tab of the opportunity in which you want to add a contact and click Add.

Enter the name of the contact you wish to add to filter down the list of existing contacts. Then, either choose the existing contact in the list or create it by clicking Create contact.  

You can select the role of the contact for this opportunity and specify if they're key contact. You can add more roles from the Administration page if you have a Business Admin role.

Add contacts to a company

Adding contacts to a company is useful to keep your contact database well-structured and organized.

Go to the Contacts tab of the company to which you want to add a contact and click Add.

Enter the name of the contact you wish to add to filter down the list of existing contacts. Then, either choose the existing contact in the list or create it by clicking Create contact.  

If you choose to add existing contacts, a pop-up will appear to give you the possibility to update the contacts' details before adding them to the company. Click Update to add the contact to the company.

Filter contacts

You can quickly find the contacts you're interested in by filtering them.

Click All filters, and a filter panel will open on the right side of the page. Click Apply filters to apply your filter on the contact list and Clear all to remove the filter.

Export contacts

Exporting contacts can be useful for reporting purposes outside of the application.

Click the ellipsis icon at the top right of the Contacts page and select Export contacts. The Excel export will starts automatically and will contain the contacts based on the filters applied. 

Detailed contact user rights