Contact

Contacts vs. Contact roles There is a big difference between adding a contact to a customer  and adding a contact role . Adding a contact to a customer allows for tracking of sales efforts, documenting conversations, tracking preferences,...

This article will answer some commonly asked questions regarding contacts in Enterprise. The contact no longer works for a customer. How do I remove them? The contact is not displaying on the customer visifile. How do I fix this? How do I...

Daily Webinar - How to Create and Utilize Contact Groups from TempWorks Training on Vimeo . For best viewing quality, expand the HD option, and select 1080p : Quick Steps To Manage Contact Groups Navigate to all options ...

What is the Personal Call List? Depending on the amount of messages that are linked and logged within a contact record, it may only take a short amount of time before messages containing important sales information become buried or increasingly dif...

The contact record is more than just a place to save a hiring manager's name and phone number. It is one of the best tools in Enterprise for relationship management and tracking sales activity. This help document will cover the "must haves&...

The avatar area area of a contact record displays a quick rundown of helpful information such as the customer they are tied to, their job title within that company, department information, address, and their unique contact ID number.   ...

Contact statuses are used to indicate how involved and relevant a particular contact is to the overall sales and/or staffing process; they are particularly useful for filtering which contacts are buying influences, versus those who are not involved ...

For data integrity purposes, Enterprise does not allow contact records to be deleted. Instead, they can be: Deactivated Updated to a new status Connected to a different customer record Deactivate the Contact: Navigate to the visifile of ...

When to merge contacts:  A duplicate contact record has been found. If the same contact exists twice in your database, merge the two together to effectively combine two sets of data.  When not to merge contacts:   A contact was...

There may be times when you will need to create an employee record from a contact because the contact is looking for a new job or would like to move industries. This document will walk users through successfully copying a contact and creating an empl...

When to move a contact: The contact was created at the wrong department.  For example, let's say you added a new contact and listed them as the Hiring Manager for the Customer Service Department, when they should have been added as t...