Adding Industry Roles to a Contact in Contacts CRM
Industry roles are a great way to categorize people within the mobile home park industry. By managing a contact's industry role, you can filter records or market to specific groups of people based on the role they play in the industry. In this article we'll discuss how to add industry roles to each contact.
Overview
Everyone views their customer's roles within the mobile home park industry differently. To accommodate for this, users must first set up the roles they wish to track for each contact using the Manage Industry Roles option within the Contacts CRM settings.
After completing this step, users can then add an unlimited number of industry roles to each contact stored within Contacts CRM.
Note - To begin using Contacts CRM, you must have a paid plan.
Important - Before adding an Industry Role to a contact, you must create your list of Industry Roles within the Settings of Contacts CRM. For more information about creating a list of Industry Roles please refer to our article Managing Industry Roles within Contacts CRM.
Instructions
To add an industry role to an existing contact within the Contacts CRM solution, please perform the following steps.
- Login to your MHParks.com account.
- In your Dashboard, click Contacts CRM from the left menu.
- While viewing the Contacts tab, locate the contact you wish to add an Industry Role to. (Hint - Use the filter or Search field to help locate the correct contact)
- Within the Actions menu of the specific contact, select the View option.
- While viewing the details of the contact, click the Industry Roles tab on the left of the details view.
- Select the desired Industry Role from within the Search Industry Roles dropdown.
- Once you have the correct Industry Role selected, click the Add button.
- Repeat these steps to add additional roles.
Note - To remove a Industry Role simply click the X within the corresponding tag you wish to remove.
For any questions that you may still have about this, or any other topic in MHParks.com, please contact our Support Team by emailing us at support@mhparks.com.