Contact Info
Last updated
Last updated
Contact info is information about a person who represents the company that can be contacted to discuss the lead. Only the owner, sales manager, and admin have access to the more options ( ) menu to switch contact, unlink contact and change contact info.
You may wish to link a lead with the contact person. To begin go to the leads tab by clicking the 'Lead' option located in the left side navigation menu. Open the detail lead that you wish to link a contact by clicking on the lead name.
In the contact info section, click the 'Plus' button and you will see a pop-up to link contact person. Select and click the contact, then you will be prompted to confirm the link request, click ‘Yes‘ to continue linking the contact to the lead or you can click ‘No‘ to return to the contact person list.
When contact is linked to a lead, the contact name, email, and phone of that contact automatically show up in the contact info. In addition to this, you can open contact, unlink contact and switch contact.
On the contact details page, you can not only change contact information, but you can also view company details, switch company, unlink the company, add new deals, add notes and add tasks.
Then, select a contact to be linked with the lead and you will be prompted to confirm the change contact person request, click ‘Yes‘ to continue changing the contact to the lead or you can click ‘No‘ to return to the detail lead.
Then, you will be prompted to confirm the unlink request, click ‘Yes‘ to continue unlinking the contact to the lead or you can click ‘No‘ to return to the detail lead.
To view contact details or change the contact information linked to the lead, on the lead details page in the contact info section you can click the 'more options' button ( ) and select the 'Open Contact' option.
From your detail lead view, in the contact info section, you can edit link the deal to another contact by clicking on the 'more options' button ( ) and selecting the 'Switch Contact' option found there.
To be un-linked contact in the lead, in the contact info section click on the 'more options' button ( ) and selecting the 'unlink contact' option found there.
