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Tip: Alternatively, double-click on a Contact entry in the results list to view its details. |
- To re-assign Contacts to a different Rep, click the ADD RELATIONSHIP (D) button. You’ll be able to search for a group of Contacts or an individual Contact entry.
- To run e-mail campaigns for groups of Contacts, click the MAIL MERGE (E) button.
- To add event-specific notes or general notes to a Contact, select it and click the ADD NOTES (F) button.
- To create a new Contact entry manually, click the ADD CONTACT (G) button.
- To remove a Contact, select it and click the DELETE CONTACT (H) button.
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In the Clients/Prospects tab, you can find contact entries for individuals who are customers of your company. If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the search criteria in any of the search fields (B) and click FILTER (C). The list of corresponding entries appears in the results table (D). To add a new individual entry, click ADD CONTACT (E).  This tab shows those search fields (B) that are used most often:
In the Agent/Rep tab you can find potential agents or representatives to expand your network. This is an address book of people who may become employees of your company in the future. Once they become employees, their contact information will appear in the Employee Manager. If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the Employer (B) and click FILTER (C). The list of corresponding entries appears in the results table (D). To add a new potential Agent/Rep entry, click ADD (E). 
In the System tab, you can find Bank Contact entries defined in the system. This is an address book of persons or businesses that do not have accounts with your company, but whom you need to contact. If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the Employer (B) and click Filter (C). The list of corresponding entries appears in the results table (D). To add a new Bank Contact entry, click ADD (E).
In the Companies tab you can find entities that are customers of your company as well as entities that employ your clients and prospects. If you manage Contacts for several Sales Representatives, select one of them from the Contact Manager for Employee (A) dropdown at the top of the window. Enter the search criteria in any of the search fields (B) and click FILTER (C). The list of corresponding entries appears in the results table (D). To add a new Company entry, click ADD (E).  This tab displays the most common search fields (B):
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As described in the previous section, you can find a group of Contacts and save the criteria as a search category using the advanced search functionality. Alternatively, you can create a new Search Category and manually add specific contacts to it.
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Example. : You may wish to categorize your contacts by their hobbies, interests, investment objectives, or other relevant conversational topics. |
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In the Contact Manager window, click the plus + icon next to the Category field. 
Select any of the existing categories in the Defined Categories list. 
You may edit the Category Name. 
Select the Display Unassigned/Assigned List checkbox. You will see which entries are already included in this category. Use ADD, ADD ALL, REMOVE, and REMOVE ALL to reassign contact entries to this category.
Click SAVE when done. |
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