Add a Contact
There are several places throughout the system where you can add a contact.
Ways to add a contact
Each of these options opens the short form to add a contact:
| The easiest, and best, way to add a contact is the ADD CONTACT button in the top navigation bar. |
|
The green Add Contact button on the Contacts page |
|
The + button on the Company Detail Page | Contacts Tab [Not available for survey-only accounts] |
|
The Create a New Contact link when adding a new CRoPs tile. [Not available for survey-only accounts] |
|
Using the Short Form
Any of the above options will open the default form, the short form, for adding a contact. This form shows only the recommended minimum contact information needed to get a contact added to your account.
- How would you address this person? - this field is meant for a nickname populates the salutation in a Thought Leadership email. If your contact doesn't have a nickname, their first name should be used.
- Email - while not required, we highly recommend adding it if this information is available.
- What company does this person work for? - if this person is an individual and not with a company choose 'This is an individual' from this list. You can also add a new company, if needed, by simply typing in the company name and selecting 'create new company'.
- Role(s) - this field s meant to be synonymous with a contact’s job function or department and likely won’t have a match for a contact’s exact title. This field allows users to filter contact lists by job function.
Tip: Required fields have a red asterisk (*). The Add Contact button will not activate until all required fields have been added.
Once the basic contact information has been added, you have the following options:
- To create a contact with just this minimum information, fill in the fields and click the green Add Contact button.
- If you have multiple contacts to add, click the down arrow next to the green Add Contact button and choose 'Add & Start New' from the drop down menu. This will reset the short form for you.
- If you want to add additional information for the contact you are adding (Title, phone, birthday, etc.), click the down arrow next to the green Add Contact button and choose 'Add & Edit Details' from the drop down menu. This will take you to the Contact's Edit Page.
More questions? Email us at support@growwithable.com
