How to create a Contact?
The Contact Book is designed to help you maintain organized records of your customers and their interactions with your business. It offers various features to create, edit, and manage contacts, as well as monitor sales processes and customer interactions.
Creating a Contact
The system provides two methods to create a contact:
1. Using the Top Menu:
No matter where you are in the application, you can find the "Create" button on the top menu. Click this button to create a new contact.
2. Using the Contact Book Page:
Navigate to the Contact Book page. On the top right corner of the page, you will find the "Create Contact" button. Click this button to create a new contact.
To create a new contact, follow these steps:
1. Primary Details: Fill in essential information such as the customer's First Name, Last Name, and Email Address. These fields are mandatory to ensure accurate customer records.
2. Address Details: Enter the customer's address information. We have the autocomplete functionality with the integration of Google Maps API. As you start typing the address, Google Maps API suggests relevant matches and then select the appropriate address from the suggestions.
3. Lead Details: This section helps categorize contacts based on their source, stage, and preferred property. If you manage multiple properties, this information will aid in organizing and tailoring your interactions with each customer
Users will have the flexibility to not only save contact details but also perform additional operations such as saving activities, sending quotes, and performing move-ins. To enable these functionalities, users can activate the "Can perform additional operations?" toggle.
Save Activity: The "Save Activity" option allows users to record and save activities directly from the Create Contact page. This feature permits users to select and save relevant information, streamlining the process of documenting interactions and engagements with contacts.
Send Quote: Optionally, you can enable the "Send Quote" button. This feature allows you to send an instant quote to the customer by selecting the storage type, property, preferred size for rental, and any desired add-on services. After saving the quote, an email with the quotation as a PDF attachment will be triggered. Simultaneously, an activity will be created to track the sales process for that specific customer.
Perform Move In: The "Perform Move In" feature enhances efficiency by allowing users to create a contact and instantly initiate the tenant move-in process from the same screen. This eliminates the need to navigate through multiple screens, providing a seamless experience for users managing tenant information and move-in procedures.
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