In Engage, you have the ability to create and manage contacts, which refer to the vendors or homeowners you send your proposals. This article will guide you through the process of creating and managing your contacts within the system.
Accessing the Contacts Section:
To begin, log in to your Engage account and follow these steps:
Navigate to a specific project.
Access the project details or campaign details section.
Locate the Contacts option within the details section.
Adding a Contact
To add a new contact to a project, follow these steps:
Click on the Add Contact button.
Enter the contact's details, including their name, email, and mobile number.
Assign a contact owner, who will have the ability to manage the contact. Note that the contact owner field is mandatory. If you are an agent user, you will be automatically assigned as the contact owner. If you are an admin, you will be prompted to add a contact owner.
Assigning Contact Viewers
Contact viewers are individuals who can also utilise the contact within the account. This feature allows multiple team members to access and use the contact's information. Assigning contact viewers is optional but can be useful for collaboration. Simply specify the additional users who should have access to the contact.
Managing Contacts
To manage your contacts effectively, follow these steps:
Access the Contacts page by locating it in the left-hand menu.
On the Contacts page, you will find a list of all the contacts you have added to your proposals.
The contact list will indicate who is assigned to each contact, showing the contact owner and any contact viewers associated with it.
By creating and managing contacts in Engage, you can maintain a comprehensive database of your vendors' and homeowners' contact details. This allows for seamless communication and efficient proposal management.
Watch our video below to learn how these can be managed.
If there are any issues or concerns, please contact your Engage Support at support@engagedigital.io.