Marketing Automation - Contacts

Contacts

Creating Contacts

You can enter Contact details from Contacts Module. This might come handy if you will have to enter Contact details individually.

Steps to create Contact records manually

  1. In Contacts module, click on Add Contact button
  2. In the Create Contact view, fill in the Contact details
  3. Click Save

Quick Create

You can enter basic details of Contact record through Quick create. This might be helpful if you are running out of time.

Steps to create Contact records through Quick create

  1. Click Icon on top right corner
  2. Click Contact
  3. In the Create Contact view, fill in the Contact details
  4. Click Save

Importing Contacts From Existing Files

BzCRM supports importing Contacts from external sources such as .csv and vcf files. As it saves lots of time and efforts, it might come in really helpful for your Sales Team to import thousands of records instantly.

Converting a Lead

Once a Lead is qualified and determined to be a potential sale, the Lead can be converted to an Opportunity. A Contact record and Organization record will be created simultaneously to store the personal information and company information.

Exporting Contacts to External Source

If you ever want your data in the form of a spreadsheet, you can export your Contacts records right away.

Steps to export your data

    1. Click Contacts 2. In the list view, Click and select Export

  1. In the Export Data page, you will find the following options

  1. Click Export Contacts button.
Field Description
Export selected records Click on the radio button to export the records selected in list view
Export data in current page Click on the radio button to export all the records that are on the current list view page
Export all data Click on the radio button to export all records in Contacts module

Managing Contacts

List of operations you can perform on records in Contacts Homepage

  1. Create Custom filters to classify records as per your requirements. You can limit your search to selected columns and search criteria
  2. Search desired records
  3. Click on icon to edit the record.
  4. Click on icon to delete the record.
  5. Click on icon to add the comment to the record.
  6. Click on and select:
    • Send Email to send an email.
    • Send SMS to send an SMS.
    • Transfer Ownership to transfer the record to the other user.
    • Follow to follow the record.
    • Unfollow to unfollow the record.
    • Add tag to add tags to the record.
    • Print/Export PDF to print or export the record as a PDF file.
    • Merge selected records to merge the selected records.
    • Find Duplicates to find duplicates in the selected records.
    • Export to export as a CSV file.
    • Email Recipient Preference to manage recipient preferences.

  1. Click button on top right to perform following operations
    • Select Edit Fields to configure fields and customize the layout of fields through Layout Editor
    • Select Edit Workflows to view / create new Workflows on Contacts module
    • Select Edit Picklist values to modify picklist values through Picklist Editor

List of Operations You Can Perform on Detail View of Contact Record

  1. Click Edit to modify existing content
  2. Click Send Email to send email to the existing contact record
  3. Click on More drop-down to perform following operations on Contact record
    • Select Delete to delete the existing contact record
    • Select Duplicate to clone existing contact record
    • Select Print/Export PDF to print or export pdf document
    • Select Add Document to attach a document to existing contact record
    • Select Send SMS to send out SMS to existing contact record
    • Select Add Event to schedule a Call or Meeting and Select Add Task to schedule a Task

Fields Information

Information of fields in the Contacts module.

Field Name Description
First Name Provide the first name of the Contact
Last Name Provide the Last name of the Contact. This is a mandatory field
Organization Name Select the Organization that is related to the Contact
Primary Email Provide email address of the Contact
Date of Birth Provide date of birth of the Contact
Reports to Select from the list of Contacts to whom the Contact reports
Email opt out Select the checkbox to remove the contact from mailing list. That means the contact will not be able to receive emails from BzCRM anymore
Do Not Call Select the checkbox to remove the contact from Phone Call list. That means the contact cannot be called on phone from BzCRM anymore
Notify Owner Notify the owner in case somebody makes any changes in BzCRM
Assigned to Select any user(s) to make him/her the owner of Contact record
Portal User Enable the checkbox to grant customer portal access to Contact record
Support Start Date Customer can log in to Customer portal from this date
Support End Date Customer can log in to Customer portal until this date
Address Details Fill in the Address of the contact
Profile Picture Add a Photograph of the contact
Note Email Compose window doesn’t appear if Email Opt Out option is enabled for a Contact and Lead.

Associating Contacts with Other Records

This will display all-round view of relations of Contacts module with other modules and maintains a log of the complete history.

You can keep track of following details in Contacts module

Field Name Description
Touch Points To view the modifications and actions performed on Contact record
Comments To view the Comments related to the Contact
Opportunities To track the Opportunity records associated with the Contact record
Activities To view or create Events and Tasks on a Contact record
Emails To view the emails sent to the Contact
Tickets To view the Ticket records related to the Contact record
Quotes To view the Quotes related to the Contact record
Purchase Order To view the Purchase Orders related to the Contact record
Sales Order To view the Sales Orders related to the Contact record
Products To view the Products related to Contact record. You can have products that might interest your customers here
Activity History To view all Events and Tasks that are completed or status changed as Held
Documents To view the documents related to the Contact record
Campaigns To view the Campaigns related to the Contact record
Invoice To view the Invoices related to the Contact record
Service Contracts To view the Service Contracts related to the Contact record
Services To view the Services related to Contact record. You can have Services that might interest your customers here
Projects To view the Projects that are related to the Contact record
Phone Calls View Phone Call details of the Contact
Assets View Assets related to the Contact
Chats View Chat Details related to the Contact