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. 

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 interact with, inside and outside your company, and record information about them.  

Contacts are split into two categories:

• External contacts: People from other companies.
• Internal contacts: People from your company who are Deal users or not.

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 contacts

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. 
  
• To create an internal contact (someone working at your company), toggle the My company button. Your company name (defined in the Administration page) will be automatically selected. Additionally, you can select a specific business unit.
  Conversely to external contacts, internal contacts can only have one company/job filled.
   

Import contacts

See Import contacts.

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 to progress 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