Contacts

Contact Management > Contacts

PinPoint now allows you to keep track of your contacts, whether that’s vendors, clients, prospects, etc., through our built-in CRM. The Contacts section is where you’d create a record for each individual contact.

To create a new Contact, click Add Contact at the top of the screen. Enter in all the required information (which can be customized by the administrator) and any additional information you’d like to include. Click Save. Contacts are typically specific contact people and are assigned to Accounts.

You can also search for contacts on this screen using the search fields at the top. The fields will filter your contacts and produce all relevant data.

Next to each contact in the results grid, you’ll notice a series of icons. These icons represent different actions you can take regarding that specific contact. From left to right, these actions are: labels, time, security, opportunity, task, appointment, mail, view notes, note summary, and delete. Below are brief descriptions of each action.

Labels: Customize the information you want associated with that contact.

Time: The timer will allow you to enter start and end times for a meeting/phone call/appointment. This may be particularly helpful for those needing to submit to insurance companies for payment. This can also be helpful for your own information to keep track of contact made to each contact.

Security: Adjust which users have access to that contact

Opportunity: Create a series of steps to follow for that contact

Task: Add a task as a reminder to complete an action for that contact

Appointment: Schedule an appointment for yourself with that contact

Email: Send an email to your contact person associated with that contact.

View Notes: View all comments entered by users associated with that contact

Note Summary: Search all notes related to an contact

Delete: Delete that contact