Contact management in iOS 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. 

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.  

•  Fill up the details.

• Click on the save.

Contact creation from list view

• Click on the sidebar.

• Hit on the Contacts.
• The contact list will appear.
• Click on the Plus icon.
• Add Contact form will appear.
• Fill up the details.
• Click on the save.

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 Next.

3. Add associate contact in the company

• Go to the company list.
• Choose the company in which you want to associate contact.
• Click on Related on bottom right.
• Click on Associated Contacts.

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

• Fill up the details.
• Click on SAVE & ASSOCIATE.

4. Add a contact in the deal.

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

• Click on the Contact.

• Click on plus icon.

• Fill the details in Add Contact.
• Click on SAVE.

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 success message will appear on the screen.

The successful import of contact will be shown in the Import or Migrate Data of the Salesmate web application.