Contacts

Contacts are the individual qualified prospects, who represent the Organization you do business with.

Adding new Contacts #

To add new Contacts in Joforce CRM, follow the below steps.

• Adding Contact info Manually
  • Click on the + Add Contact button in the List view
  • Provide the necessary details
  • Click on Save

• Using Quick Create
  • It lets you quickly add Contact Information from anywhere in Joforce CRM.
  • Click on the + icon in the top Quick Actions Menu
  • Choose Contact from the drop-down
  • In the Quick Create contact popup, add the related information
  • Once done, hit Save
  • You can also access the complete Contact Form right from here by clicking on Go to full form.
• Importing Contacts from Existing Files
  • You can get all your existing Contact information from different sources inside Joforce CRM. Gather the list of all your Contact information, convert it into a CSV file, and import it all in one in just a click.
• Converting a Lead
  • Once your Lead is qualified as a potential prospect, you can convert them into contact.
    • Go to the detail view of the lead and click on Convert Lead in the top menu.
    • In the Convert Lead pop, the lead data is copied to the corresponding contact and organization data(if added the Lead data is properly).
    • You can also change the information as per your needs
    • Finally, click Save
  • Once you hit save, new records are created in Contacts and Organisation and remove records from Leads. The data creation and the information transfer from Lead to Contact or Organisation were based on Mapping.

Default Contact fields #

By default Joforce CRM offers you a List of fields, to add the Contact related information into Joforce CRM.

You can easily add custom fields to your contacts module to add more information about your contacts.

Manage records in Contacts #

Common action performed

• Click on a List text box at the top → click on Create New option beside the LISTS to create custom filters.
• Click on Import → To import all your existing information into Joforce CRM
• Click on More → take the necessary actions
  • Fields & Layout → To configure the module fields and customize the field layouts. Module Layouts & Fields
  • Workflows → To add workflows related to your Task and Events.
  • Picklists Values → To modify the picklist values
  • Numbering → To create custom numbering for records
  • Setup Webforms → To automatically capture leads from your website
  • Merge selected records → To merge the records
  • Find Duplicates → To find duplicate in the module
  • Export → To export the data to an external source

Action performed in the list view

• Click on the Search icon → To search for records in that module
• Click on the Box icon → To alter the header menu
• Double-click on the menu → To sort the menu.
• Bulk Actions on multiple records → Select the desired records→ click on the drop-down menu at the top
  • Send Email → To send an email to your prospects
  • Transfer Ownership → To change the ownership of the selected data
  • Follow – To keep track of a record
  • Unfollow – Disable when you no longer need to keep track of a contact
  • Add Tag → To add different tags for the selected records
  • Delete→ To Delete the selected records(bulk deletion)
  • Edit icon → To edit the selected records on the whole (Mass Edit)
  • Comment icon → To add comments to the selected record

Actions done on individual record

• Enable the STAR icon to follow(keep track of) a document. Disable it to unfollow.
• Click on the drop-down in the right corner of each record
  • Details → Navigate to the detailed view of the record
  • Edit → To edit the record
  • Delete → To delete the selected record
• Click on the Eye icon in the right corner of each record → To get a quick view of your record info without navigating to the detail view

Action performed in the detail view

• Click on Add Tag below the contact profile icon → To add tag
• Click on Follow – To keep track of a Lead
• Click on Convert to User – To convert your contact into CRM User i.e. Masquerade User
• Click on Edit → To edit the record
• Click on Send Email → To send an email to your prospects
• Click on More → take the necessary action
  • Delete → To delete the record information
  • Duplicate → To replicate the already existing record to create a new one.
  • Transfer Ownership → To change the ownership of the selected data
  • Add Event → To add a new event
  • Add Task → To add a new task

View/ addition other module records related to the particular Contact #

You can easily view/ add the other module records related to a specific contact.

• Go to the detailed view of the particular record
• Click on the appropriate module icon. It displays all the related records

• You can also relate a new record either
  • By selecting from the already existing records
  • By adding a new record to that module

The list of modules included are

• Deals, Activities, Email, Tickets, Quotes, Purchase Order, Sales Order, Documents, Products, Campaigns, Invoices, Services, Projects, and PBX Manager