3Dolphins
Anywhere EN
Anywhere EN
  • Get Started
  • How to Using 3Dolphins Anywhere
  • Task
    • Task
      • Task Feature
      • Create Task
      • Edit Task
      • Detail Task Feature
      • Add Task Based on Related Ticket
    • Task Notification
  • Ticket
    • Reply Ticket
    • Transfer Ticket
    • Escalated Ticket
    • Reassign Ticket
    • Takeover Ticket
    • Closed Ticket
    • Search Ticket
    • Agent Performance
    • Ticket Notification
    • Page Listing
  • Priority
    • Priority Ticket
  • Analytic
    • Analytic
  • Team
    • Team Chat
      • Send Message
      • Send File
    • 3Dolphins Meet
  • Account
    • Account
    • Accessibility
    • Info
    • Logout
  • Sales
    • Deal
      • Create New Deal
      • Detail Deal
      • Add Product to Deal
      • Note on Timeline Tab
      • Transfer Deal to Another Pipeline
      • Close Deal to Won or Lost Deal
      • Filter and Search Deal
      • Delete Deal
    • Contact
      • Create New Contact
      • Edit Contact
    • Company
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  • Add Contact Manually
  • Import Contact from Device

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  1. Sales
  2. Contact

Create New Contact

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Last updated 3 years ago

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Creating a contact is a very easy and fast process that can be created at any time. You can add a contact manually by using “Add Contact” button or using import contact from your device.

Add Contact Manually

If you will create a manual contact, you simply open the contact page in Anywhere, and click “Option” button () then click "Add Contact" button. Then, you will see a blank form to add new contact. Enter the information required fields such as first name and email, etc.

Component explanation :

Form Parameter

Description

First Name

First name of the Customer.

Last Name

Last name of the Customer.

Tag

To labeling the contact lead.

There's 3 label that you will choose: (Optional)

  1. Hot Lead: People or businesses who have bigger degrees to turn into a deal.

  2. Warm Lead: People or businesses who actively ask or contact your team about their interest in your products.

  3. Cold Lead: People or businesses who do not show interest in your product openly.

Company

The company that the contact is linked to. Enter the company name, select the company from a suggestion.

Phone Number

Phone Number of the Customer (You can fill in the phone number with max. 13 digits).

Email

Email address of the Customer (must be email-formatted e.g example@gmail.com).

Import Contact from Device

In situations where you want to import contacts that already saved in your device in order to making it easier for you to save contacts without having to type manually, you can import contact from your device by clicking “Import Contact” button.

To access the contact, make sure you have given the Anywhere app permission to access your contacts. Then, application will show all of your contact that can be selected. Choose one of the contact to import and click 'Save' button.

When contact have successfully added, you will see success notification and the contact will show on contact list. If you want to add another contact, you can repeat the steps above.

Add Contact
Import Contact