Overview
A Sales Contact is a step in the sales process to document and store the different types of sales contacts for the organization and make information about every interaction available to everyone. Once you interact with a sales contact or any other anyone from the company and are found to be a sales good customer or sales contact and store the information for future interactions.
Note: This menu is only available for the Sales Contacts template.
Navigation
You can create a sales contact using the following navigations:
- In the left navigation panel, expand the Recent Projects menu and select any project. Hover over the Project breadcrumb at the top, expand the Execute module, and select Sales Contact.
- In the left navigation panel, Click the ADD button and select Card.
Steps to Add a Sales Contact
- Click the ADD button.
- Enter the relevant attributes for the creation of a Sales Contact:
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- Name: Enter the name of the Sale Contact.
- Card Owner: Select the card owner for the Sales Contact
- Company: Enter the company name of the Sales Contact.
- Designation: Enter the designation of the Sales Contact in the company.
- Contact Type: Select the type of contact.
- Priority: Set the priority of the Sales Contact.
- Phone and Email: Enter the sales contact’s phone number and email address.
- Next Interaction: Set the date of interaction with the Sales Contact.
- Notes: Provide a brief description of the Sales Contact.
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- Fill in the other remaining attributes and click the SAVE button.
To know how to quickly add Sales Contact from the left navigation pa
nel, click here.
Default Sections in Sales Contacts
The default sections appearing for a Feature are Details, Linked Cards, Comments & Attachments, and Activity Log.
Once the Sales Contact is created, the following tab is visible:
- Details: The Details section displays, gathers, and tracks all information related to the Sales Contact.
- Comments & Attachments: The members can add comments related to the project item which are then listed in the Comments section. When a project item requires more data for reference, you can attach files that can be downloaded, edited, and uploaded. For more information, click here.
- Linked Cards: It helps you to set parent-child hierarchy and relationship between themes/epics and workitems and trace them while working with them. For more information, click here.
- System Fields: All the system-generated fields or un-editable fields are listed in the System Fields segment. To know more, click here.
- Activity Log: The Activity log displays the list of operations in reverse chronological order for activities performed such as updating, closing, reopening, etc. In the Activity Log, you can view the various versions and the differences in two versions of a workitem. For more information, click here.