1. Open the company record
Open the Sidely app from the side menu or directly from your dashboard.
Search for the company you want to add contacts to. You can use the search bar or browse your companies.
3. Select the company to open its record.
2. Add contacts to the company
Go to the "Contacts" tab:
Once you are on the company record, you will find a dedicated tab for managing the contacts associated with this company. Tap this tab.
Tap "Add a contact":
On the contacts page, you will see a '+' button to add a contact. Tap it to start entering information.
Enter the contact's information:
Fill in the required fields (name, role, email, phone, etc.) for each contact. If you have custom fields, remember to complete them with the information specific to this contact.
Confirm:
Once you have completed the contact's information, confirm. The contact will now be linked to the company on its record.
3. Add multiple contacts to the same company
Repeat the process for each additional contact you want to add.
Simply go back to the "Contacts" tab and tap "Add a contact" for each person. You can add several contacts to the same company in just a few taps.
Managing contacts:
You can see all the contacts associated with the company in the dedicated tab. You can also edit them, delete them or update their information if needed.
4. Best practices
Keep your contacts' information up to date, especially their contact details and roles, to avoid any confusion during interactions.
Use custom fields to capture specific information about each contact, such as their department or the priority of their request.
Add notes or reminders for each contact to keep track of important conversations or actions to take.
FAQ
1. Can I add contacts to a company after it has already been created?
Yes, you can add contacts to a company at any time, even after the company record has been created.
2. Can a contact be linked to several companies?
Yes, a contact can be linked to several companies if needed, so you can manage multiple relationships for the same person.
3. What if a contact has several roles within the same company?
You can add extra information in the custom fields to specify this contact's multiple roles. If needed, create segments in the organization to categorize them better.