Contacts are any person in e-manage|ONE are individuals you work with at a Company Location (or Vendor) that can be interested in something your selling (a lead record), someone you want to market to (see Bulk e-mailing using Microsoft Word or the Bulk e-mail functionality), or is someone you will use as an attention to on shipping or billing forms.Since e-manage|ONE integrates with Microsoft Outlook, it is important that you get an e-mail address (we hold two e-mail e.g. Vendor, Customer, Install Location, etc.). They are important for lead generation, marketing, and shipping/billing processes. To streamline communication and save costs, collect email addresses for electronic document delivery and utilize the e-manage Web Portal on your mobile device to enter contact information on the go.
Integrating with Microsoft Outlook, e-manage|ONE relies on accurate contact information for efficient communication. Capture two email addresses per contact (work and other) so that your company can save on paper and printing costs by e-mailing documents to anyone who is willing. E-mail addresses are also very important for performing bulk e-mails and sending out general product announcements to send documents and conduct bulk email campaigns using Microsoft Word and our Mail Merge functionality.
e-manage You can also use Microsoft Outlook to send out text messages to customers that who agree to be texted so be sure to get a mobile number and the contacts' mobile carrier . Ensure you collect mobile numbers and carriers whenever possible.
Contacts are created from associated with the Companies/Company Records they work at. A for, and a contact cannot exist without the a corresponding Company Location.
Creating Contacts To create contacts in e-manage is fast and easy but busy, on the go, salespeople might prefer to use the |ONE:
Access the e-manage|ONE interface or use the mobile-friendly e-manage Web Portal
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Find the desired Company Location under the Companies section.
Add a new contact and provide necessary details.
Save the contact to associate it with the Company Location.
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