Introduction
Welcome to this guide on Contact Management in Empress, the feature designed to simplify the way you handle your business connections. Whether you’re dealing with leads, customers, suppliers, or partners, Contact Management is a tool to help you stay organized and efficient.
What is Contact Management in Empress?
The Contact Management feature in Empress is a user-friendly interface for managing your business relationships. It allows you to create, view, edit, sort, and track the individuals or companies you interact with in your daily operations.
The functionality of Contact Management can be accessed through this pathway: Home > CRM > Sales Pipeline > Contact
Creating a Contact
Creating a new contact in Empress is straightforward. Follow these steps:
- Go to the Contact list and click on New.
- Fill in the First Name and Last Name fields.
- Specify the contact’s status, such as ‘passive’, ‘open to contact’, or ‘has replied’.
- Enter the contact’s details like email, phone number, etc.
- Click Save.
To add a new Contact from a Customer or Supplier record, simply click on the “New Contact” button. If there are multiple contacts associated with a single entity, use the ‘Is Primary Contact’ checkbox to indicate the preferred contact. This primary contact will be automatically selected in transactions like sales orders and sales invoices.
To import multiple contacts from a spreadsheet, use the Data Import Tool.
Key Features of Contact Management
Linking a Contact to Multiple Entities
A unique feature of Empress’s Contact Management is the ability to link a contact to multiple customers or suppliers. A single contact can also be linked to both customers and suppliers at the same time, offering flexibility in managing your business relationships.
Inviting the Contact as a User
Want your customers’ and suppliers’ contacts to view relevant data in your Empress system? Empress allows you to send an email invitation to a contact by clicking on the ‘Invite as User’ button. This feature promotes greater transparency and collaboration with your business contacts.
Conclusion
Effective contact management is a cornerstone of successful business operations. With Empress’s Contact Management feature, you can easily create, link, and manage your contacts, ensuring smooth communication and transactions. For further assistance or more resources, consider reaching out to Empress’s support or exploring additional guides.