Contacts
Today's Calls
The calls you need to make today
Contact - Name of contact, click to view contacts details.
Date Added - date contact was added to list of contacts
Phone - Phone number on file.
Time zone - Time zone area contact is in
State - State of the country that contact from
Country - Country contact from
Priority - How important it is to contact this member, all new contacts come in with a priority of two. Can give priority 0 - 10, 10 being most important.
Add Contact
Add a Contact
Mandatory Information - This information must be included, when finished click Quick Add.
- First name: Contacts first name
- Last name: Contacts last name
- Email: Contacts email address
- Subscribe To: Choose Email Series to subscribe contact to.
- Quick Add: Click Quick Add to only add info about contact in the Mandatory Information fields, if want to add all information click Submit New at base of page.
Optional Information - This information is not compulsorily but can be entered if desired.
- Client ID #:
- Gender:
Male -
Female -
Unknown -
- Spouses Name: Name of person contact married to/partnered with.
- Anniversary: Date of Anniversary
- Send Email on Date ? - Tick to auto-send email on Anniversary
- Birthdate: Birthday
- Send Email on Date ? - Tick to auto-send email on birthday
- Address: Address line 1
- Address 1: Address line 2
- City: City of residence
- Province / State: State city resides in.
- Other State: If state does not appear in the drop down above, please type in alternate state.
- Country: country contact lives in.
- Zip/Post Code: postcode/zip where contact lives
- Home Phone: Home phone number
- Work Phone: workplace phone number
- Cellular / Mobile: cellular / mobile phone number
- Pager: Pager phone number
- Fax: Fax phone
- Timezone: Select time zone contact lives in
- Priority: Set priority to contact the contact, 0 being lowest 10 being highest.
- Category: How you know the contact
- Email 2: Alternate Email address
- Website URL: URL of website
- Website URL 2: URL of website
- Date Added: Date contact added to list
- Last Contact Date: Last date contacted
- Next Follow up Date: Date to next contact the contact.
- Submit New: When finished entering all details please click on Submit New.
All Contacts
Add Contact - Click to go to Add Contact screen
Search - Search for Contact
- Search for name: Type contacts name to search for them
- Category: Select the category the contact is from if relevant
- Display: Choose total amount of contacts to display
- Apply Filter: Click to search
Display - Contact Display
- S: Button will be green if subscribed to email campaigns, red if not.
- Name: Contacts name, lastname followed by first name.
- Date Added: date contact added to list
- Priority: Priority to followup/contact this contact.
- Timezone: Timezone contact is in
- Phone: contacts Phonenumber
- Next Contact Date: Next to next contact, contact.
- Edit / View: Click view to view profile, click Delete to delete contact.
- Check All: Individually select or Check All and click Delete Selected to remove
- Delete Selected: Individually select or Check All and click Delete Selected to remove.
Email Group
Email All Contacts
(fig.1)
Load Series Email - If wish to can load existing series email to send to contacts. Once loaded >>Edit will appear besides loaded email. Check >>Edit to edit email template.
From Name -
From Email -
Contact Type - Type of contacts wish to send email to.
Subject - Subject of email
(fig.2)
Email Message (Body) - Body of the email and main contents, when finished click Send Mail.
Test only to - Tick box and type email address in box next to the text "Test only to" and click Send Mail.
Search
Search for a contact, can search for contact based on information listed in green boxes.
Client ID # - Enter contact ID number if known.
First name - Contact's first name
Last name - Contact's last name
Email - Contact's email address
Priority - to get in contact with contact. 0 being worst, 10 being best.
Category - Choose how know contact.
Date signed up - date contact on list
Next follow up - next date due to follow up with contact
Search - Click search to search for contact. Search results display showing:
- Client ID #: Enter contact ID number if known.
- Name: Contact's name
- Priority: Priority to get in contact with contact. 0 being worst, 10 being best.
- Timezone: Timezone contact is in
- Phone: Contact's primary phone number
- State: Primary state location for contact
- Country: Primary country location for contact
Reminder
Emails a reminder when next person needs to be contacted
Set how many leads to email -
Email to send leads to - Type Email address
Frequent of sends -
Update System -
Contact Category
Edit contact categories
Contact Categories Update -
- Category: List of current category names
- Description: Description of category
- Language: Set language
- Sort Order: Sort order depicts the order that the categories are placed in higher the placement, higher up category is on list. ie - 10 is higher than 50.
- EntryDate: Date of entry
- Update / Delete:
- Add - At top of section type in new details and click Add to add a category.
- Update - update category as desire and click update.
- Delete - Delete category if no longer desired.
Corporate Categories Available -
- Category: List of current category names
- Description: Description of category
- Language: Set language
- Sort Order: Sort order depicts the order that the categories are placed in higher the placement, higher up category is on list. ie - 10 is higher than 50.
- Add to your personal set:
Calling Log Import
- Choose Log File: - Upload your log file so it can be imported.