Introduction
The Contacts page on Perchwell is your comprehensive dashboard for managing client interactions. Here, you can add, group, and invite clients to Perchwell, enhancing collaboration and communication. This article serves as your guide to the Contacts page functionalities.
How to Create a Contact
Adding a new contact is the first step in client relationship management:
Contacts: Find 'Contacts' in the main menu. This is your central hub for all client collaboration features.
Initiate the Add Contact: Click the 'Add Contact' icon at the top right of the Contacts page to open the contact form.
3. Enter Contact Details: Fill in the contact's first name, last name, email address, and phone number. Additional emails and relevant client information can also be included.
4. Set Access to Perchwell: Choose whether to invite the contact to collaborate on Perchwell for shared access to the platform’s tools.
5. Save the New Contact: After entering all details, click 'Save profile' to add the contact to your list.
For a detailed walkthrough, refer to our deep dive: How to Create a Contact.
How to Edit a Contact
Keep your contact list up to date by editing contact profiles:
Select a Contact: From the Contacts page, click on a contact’s name to access their profile.
2. Modify Contact Details: Click Edit profile to update any field, from names to phone numbers, or client groupings.
For more information on editing contacts, visit: How to Edit a Contact.
How to Group Contacts
Organize your contacts into meaningful groups for efficient management:
Access Groups: Use the 'Edit groups' icon to manage your contact groups in the top right corner
2. Create or Edit Groups: Customize groups based on criteria such as client type or property interest.
For group use cases and management tips, check out: How to Group Contacts: Use Cases.
How to Invite a Contact to Perchwell
Strengthen collaboration by inviting contacts to join Perchwell:
Send an Invite: Choose the 'Invite contact to Perchwell' option when creating or editing a contact.
Monitor Invite Status: Keep track of which contacts have been invited and their acceptance status.
Learn the full invitation process at: How to Invite a Contact to Perchwell.
Best Practices for Contact Management
Regular Updates: Keep contact information current to ensure seamless communication.
Effective Grouping: Use groups to categorize clients for targeted communication.
Importing Contacts: Leverage bulk import features for efficiency.
Appropriate Access: Carefully manage contact permissions for platform access.
Filter Usage: Utilize filters for swift navigation among a large contact base.
Dashboard Checks: Regularly review the dashboard for updates on contact interactions.
Deep Dive Articles
Explore each feature in detail:
Conclusion
The Contact page is a strategic tool in managing your client relations effectively. Utilize these guidelines to maximize your efficiency and enhance your professional connections on Perchwell.
Need More Help?
For any questions or if you require further assistance with the Contact page, please contact the Perchwell support team for dedicated help.