Adding a contact
A contact can be created from all relevant screens: from a customer, a site, a project, and so on. However, it must be attached to an item in Akuiteo.
This screen can be accessed from:
- a project, where the creation of a contact is limited to the strict minimum,
- a customer record sheet, where you can set up the details of a contact.
To create a contact, follow the process below then save:
|
1
|
Click on the General tab. Note that the link between a customer / prospect and the new contact already exists. |
|
2
|
Enter the contact's identity in the Identity section. |
|
3
|
Check the management objects, such as quotations, delivery notes, etc... for which the contact is the recipient. |
|
4
|
Check Dunning if you want the contact to be included in the batch to dun unpaid sales invoices, or if you want to dun the customer by email from the customer record sheet. |
|
5
|
Enter the information about the contact's function within the company. |
|
6
|
Enter the contact's tracking information: |
- Last tracking on: the date when the contact was last tracked
- Last tracking: click to automatically enter today's date in the Last tracking on field
|
7
|
Enter the contact details at the prospect's or customer's: |
- phone numbers, fax, email
- Phone: the phone number to use
- contact's Function
- Site exit date: the date when the contact stops working for the company
|
8
|
Check the relevant boxes to indicate the contact's specific aspects to the prospect or customer. This information will be displayed in the General tab of the customer record sheet. |
A link to the contact's profiles on professional social media is automatically created.
You can then:
- Indicate that the contact is no longer a sales contact, by clicking on Edit > Declare the contact as lost.
- Link the contact to another customer, supplier or third-party, by clicking on
from the left panel.
- Associate a sales contact with a customer and a customer site.
- Associate a contact with a target, by right-clicking on the target's name in the tree structure on the left, then on
.
- Standardize the last names, first names and functions of a contact, from a contacts list.
When you right-click on a selection of contacts from a search result, you can:
- Standardize the last names, first names and functions of a contact to better organize your database.
- Quickly create extranet users or external employees.
- Associate contacts with events.