How To: Add A Contact

Utilizing PaidToday Contacts

Title:
How To: Add A Contact
Comments:
"All my contacts and contact records in one easy to navigate place has made managing my clients a breeze. - Happy Business Owner"
Tags:
#admin #sales

Contents

    Open Contacts Tab On Side Bar

    Directions:
    1. Click the Contacts tab on the left side bar

    Open Contacts Tab On Side Bar


    Click Add New Contact Button

    Directions:
    1. Click Add New Contact Button located towards the top right

    Click Add New Contact Button

    Enter Contacts Basic Information

    Directions:
    1. Enter Contacts Basic Information (Name, Phone, Email, Address Ect.)
    2. Select Contacts CRM Status (Prospect, Lead, Customer Ect.)
    3. Choose Contact Owner (Select yourself or a team member to be the point of reference for this contact)

    Enter Contacts Basic Information

    Enter Contacts Social Media Profiles

    Directions:
    1. Click on the drop Down Tab Labeled (Contacts Personal Social Media Links)
    2. Enter Contacts Social Media Profiles by pasting in their social media links to the corresponding input fields (LinkedIn, Facebook, Instagram, Twitter Ect.)

    Enter Contacts Social Media Profiles

    Enter Contacts Associated Business Information

    Directions:
    1. Click on the drop Down Tab Labeled (Contacts Associated Business Info)
    2. Enter Contacts Associated Business (Name, Phone, Email, Address Ect.) This may be where they work, their own business, or a point of reference

    Enter Contacts Associated Business Information

    Enter Contacts Associated Business Social Media Profiles

    Directions:
    1. Click on the drop Down Tab Labeled (Contacts Personal Social Media Links)
    2. Enter Contacts Associated Business Social Media Profiles by pasting in their social media links to the corresponding input fields (LinkedIn, Facebook, Instagram, Twitter Ect.) This may be their employers business, their business or a point of reference business

    Enter Contacts Associated Business Social Media Profiles

    Click Save/Edit Button

    Directions:
    1. Click Save/Edit Button located towards the bottom right

    Click Save/Edit Button

    Additionally Invite contact to connect with your business

    Connected Contacts can be sent invoices, assigned to projects, direct messaged, and more! you can invite them yourself or you can have them register through your client portal on any of your websites built using paidtoday pages.

    Directions:
    1. Additionally Invite contact to connect with your business located towards the bottom right
    2. Connected Contacts can be sent invoices, you can invite them yourself

    Additionally Invite contact to connect with your business


    Verify Contact Is Connected With Your Business

    Connected Contacts can be sent invoices, assigned to projects, direct messaged, and more! you can invite them yourself or you can have them register through your client portal on any of your websites built using paidtoday pages.

    Directions:
    1. View your contacts list
    2. Any contact with a green check next to their status is connected with your business

    Verify Contact Is Connected With Your Business