Contact management in Mobile App Follow

Contacts are people with whom you convey, either in pursuit of a business opportunity or for different purposes. In Business-to-Consumer scenarios, contact is the most important information for client acquisition, though in Business-to-Business it is a part of the organization details with which you are doing business. 

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

• Quick Contact Creation
• Import Phone Contacts
• Add a Contact in the Deal

Quick Contact Creation

• On the Dashboard click on the Plus icon at the bottom right

• Click on the Add contact.  

• Create a Contact with the essential Fields or click on the Advance Fields option to create a detailed Contact 

• Fill in all the required details and click on Tick icon to Save 

Contact creation from list view

• Click on the sidebar.

• Hit on the Contacts.
• The contact list will appear.
• Click on the Plus icon and select Add New Contact
• Add Contact form will appear.

• Fill in all the required details and click on Tick icon to Save 

Import Phone Contacts

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

• Click on the Sidebar.
• Hit on the Contacts.
• Click on the Plus Icon at the bottom right and select Import phone contacts.

• Select the contacts, which you want to import.
• Then click on the Next.

Control duplicates in your system

• Click 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.
  • The First option the system will merge the newly created records into the duplicate ones.
  • The Second option let you create new records without checking for any duplicate records
  • The Third options will skip the records if the record already exists into the system

How to Handle Blank Columns during Merge?

The first option 

• Always Overwrite - This option will always overwrite all mapped data fields from current sheet to the records inside Salesmate.
• Only when Value Present - This option only overwrite if the sheet's records have value present for the mapped data fields.
• Click on Import

• An Import Process Started message will appear on the screen.
• Click on Go To Contacts option to verify the Contacts are successfully imported

Add a Contact in the Deal

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

• Click on the Contact.

• Here, you can search an existing Contact to Associate it with the Deal or can simply create a New Contact