Customer Contacts & Engagements (Mobile)
To access the CUSTOMERS screen: Go to the SALES menu → CUSTOMERS screen
Add and Manage Customer Contacts
To add, edit and view customer contacts, go to the Customers screen.
Click on the customer you want to see the contacts for and click on the Details icon in the top right corner of the page.
Then click on Contacts at the bottom of the page.
Click the + button to add a new contact.
The Add New Contact screen will appear where you can enter the details about the new contact.
All fields marked with an asterisk (*) are required.
Name: Enter the name of the contact.
Position: Enter the contact's job position at their company.
Phone Number: Enter the contact's phone number.
Email: Enter the contact's email address.
Ownership %: Enter the contact's ownership % of the business (if applicable).
Customer Type: Enter the customer type for the contact. (Priority, Good Standing, etc...)
Additional Info: Enter any additional information you'd like to save about the contact.
To complete the new contact creation, click Save.
The new contact will now appear on the CONTACTS page.
Here you can Edit and Delete existing engagements.
Add and Manage Customer Engagements
To add, edit and view customer contacts, go to the Customers screen.
Click on the customer you want to see the engagements for and click on the Details icon in the top right corner of the page.
Then click on Engagements at the bottom of the page.
Click the + button to add a new engagement
The Add New Engagement screen will appear where you can enter the details about the engagement.
All fields marked with an asterisk (*) are required.
Date: Use the date picker to select the date the engagement took place on.
Company Contact: From the drop down list, choose the contact at the company that the engagement took place with.
Contact Type: From the drop down list, choose the type of contact that occurred.
Contacted By: From the drop down list, choose the user that completed the engagement.
Follow Up: Check this box if a follow up needs to occur regarding this engagement. If selected a date picker will appear for you to enter the date that the follow up needs to happen.
Notes: Enter any notes about the engagement.
To complete the new engagement creation, click Save.
The new contact will now appear on the ENGAGEMENTS page.
Here you can Edit, Delete and View existing engagements.
