Adding a Contact to Contacts CRM
In this article we will cover how to add a new contact within the Contacts CRM solution. Additionally, we will define the difference between a Lead and Contact.
Overview
Leads and Contacts can enter your Contacts CRM in two ways. First, because of the built-in integration between our Contacts CRM solution and our Advertise and Professionals solutions each time a visitor views your Park for Sale Ads, Classified Ads, and Professionals page the viewer is automatically added to your Contacts CRM as a Lead. Additionally, you can choose to manually add new contacts to your Contacts CRM.
To help users understand the difference between a Lead, Contact, and Company we suggest using the following definitions.
- Contact - A individual that has done business with you, or has directly contacted you for the purpose of creating a business relationship.
- Lead - An individual that has shown interest in doing business with you in some manor, but a formal relationship has not been established.
- Company - A business entity that contains individuals as owners and employees.
Note - To begin using Contacts CRM, you must have a paid plan.
Instructions
To add a new contact to 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.
- On the main page of Contacts CRM, click + Add New button located in the top right of the page.
- After clicking the +Add New button select the Contact option from the menu.
- Complete the new contact's Personal Information fields (Note - The Contact Type and Email fields are required to be completed prior to saving the record.)
- After completing the Personal Information, click the Save button located at the bottom right of the page.
- After saving the contact's Personal Information values, you can choose to complete any of the additional fields within the Company information, Industry Roles, Group Tags, Contacts Notes, Linked Ads, and Linked Park Sites tabs.
Important - Both the Contact Type and Email fields are required fields and must contain a value to successfully save a new contact record.
Note - Additionally, users can attach an image of their contact, by clicking on the image icon located at the top left of the contact's details.
Note - Updates to your contact's information can be made anytime you view the contact's details by selecting the View option within the Actions column of the main Contacts table.
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.