Contacts in the Go App

Owned by Stephanie Pepper (e-manage|ONE)
Last updated: Sept 15, 2023 by Stephanie Pepper (e-manage|ONE)
2 min read

Within the e-manage|ONE Go App, the "Contacts" feature simplifies interactions with individuals associated with Company Locations. Explore the following guidance to effectively manage and engage with contact records.

Contact Record Overview

Contacts encompass a compilation of contact records, facilitating seamless communication and collaboration:

  • Understanding Contacts: Learn how contact records centralize your interactions with individuals at Company Locations.

  • Selecting a Contact: Access specific contact details by clicking on the contact's name within the list.

  • Filtering by Contact Type: Utilize the three-bar icon to categorize contact records by type.

  • Efficient Searching: Swiftly locate specific contact records using the search function.

 

Exploring Contact Record Functionalities

Delve into the functionalities within each contact record for enhanced engagement:

  • Record Exploration: Access the details of a contact record to explore its associated Information, Leads, Projects, Documents, and Notes.

  • Effortless Communication: Initiate calls, send text messages, or email directly from the contact record.

  • Navigation Assistance: Utilize the "Maps" feature to receive directions and navigate to the associated company location.

  • Favoriting Contacts: Mark important contacts as favorites by selecting the star icon.

  • Create a New Lead: See here for more details on how to create a New Sales Lead directly from the contact window in the mobile app.