Contact management in Android Follow

What is Contact?

Contacts are individuals with whom you communicate, either in pursuit of a business opportunity or for other purposes. In Business-to-Consumer scenarios, contact is the most important information for customer acquisition, whereas in Business-to-Business it is a part of the organization details with which you are doing business.

To get started with Salesmate basic information of a Contact or Lead is required i.e. people who are your customers or your current opportunities.

How to add contacts?

To get started, Salesmate offers you multiple ways of adding Contacts:

• Quick Contact Creation
• Import phone contacts
• Add associate contact in the company
• Add a contact in the deal.

 1. Quick Contact Creation

• Login to Salesmate Mobile application
• Open the Dashboard
• Click on the plus icon from the dashboard

• Click on the Add contact

•  Provide data to Fields with available Contact information

You can customize forms the web version, to know more about forms and layouts (click here)

• Click on this tick icon to save the record

2. Contact creation from list view

• Click on a sidebar

• Hit on the Contacts
• The contact list will appear

• Click on the Plus icon

• Fill in the required details
• Click on tick icon to save record

 

2. Import phone contacts

Salesmate helps you to import contacts from your mobile phone book directly to Salesmate.

• Click on the Sidebar.
• Goto the Settings.

 

• Click on the Import phone contacts.

 

• Select the contacts, which you want to import.

• Then click on the tick icon to proceed.

3. Add associate contact in the company

• Goto the company list.

• Choose the company in which you want to associate contact.

• Go to the Related Tab and Click on the Associated Contacts.

• Write the contact name in Search Contact.
• If no results found.
• Hit on the Create New contact.

• Fill up the details.

• Click on the SAVE & ASSOCIATE.

4. Add a contact in the deal.

• Click on the plus icon.
• Click on the Add deal.

• Click on a Contact.
• Search contact If contact not found.
• Click on the Create New Contact.

• Fill the details in the Add Contact.

• Click on the SAVE & ASSOCIATE.

Control duplicates in your system

 

While importing the contacts from mobile application, you may accidentally import duplicate contacts. So Salesmate gives you an opportunity to eliminate the duplicates prior to importing them in Salesmate.

• As soon as you select the contacts and click on the tick mark icon.

• Select on the contact owner. Select the name of an owner from a dropdown.

• Select an action which you want to perform when duplicate records are found during import. You can ignore, update or recreate them.

• • Merge Records- Ignores the new entry if duplicate records are found and no new duplicate records are created. It will either
    • Always overwrite - Always overwrites all the mapped data from the current sheet or

• • • Only when values present - Means if the sheet's record has non-blank values for the mapped data fields

• • Create Multiple Records - lets you update the duplicate records and replaces the old data.
    • •  

 

• • Skip Records - Will not import the duplicate contact if it already finds the similar contact in your Salesmate account.

• Click on the Tick mark icon above on the top right of the screen.
• An import progress message will appear on the screen.

 

The successful import of contact will be shown in the import History of the salesmate web application.

• Click on the Profile Icon
• Go to Setup
• Under Data Administration section, click on "Import or Migrate Data"

• Just as you scroll down on the import screen, you will find the Previous Imports