Create and manage contacts

Partnering is mainly made of interactions between people, either during the initial evaluation of new opportunities or later during the collaboration. 

Overview

Plan availability: Essential/Advanced
Required user role: Manager/Contributor (see details)

The Contacts page allows you to keep track of all the people you interact with, inside and outside your company, and record information about them.  

The contact profiles include useful information such as:

• Name, salutations, job title, and company.
• Contact details: email address, phone number, LinkedIn, or other social profiles.
• Associated meetings.
• Associated opportunities: role in the opportunity and whether or not the contact is a key contact.
• Notes.

All this information is publicly available to your team in the application.

Check the detailed user rights regarding contacts here.

Internal vs external contacts

Contacts are split into two categories:

• External contacts: People from other companies.
  
• Internal contacts: People from your company who are Deal users or not.
  

Access contacts

• From the navigation bar

You can access the contact hub by clicking Contacts in the navigation bar.

• From the opportunities, companies, and meetings

You can access a specific contact profile within the Contacts tab of an opportunity or a company or in the meetings' attendees.

Create contacts

Map internal user contacts

Internal contacts who are Deal users are automatically added to the internal contacts list with a User label next to their name when their user profile is created in the Admin Center. You don't have to add them manually to Deal.

If a non-user internal contact exists in Deal and is created as a Deal user afterward, the existing contact profile is automatically mapped with the new user profile based on the email address related to your organization. In case the existing internal contact has no email address or a different email address from the user profile, you will need to manually map the two profiles on the Admistration page.

To map contacts to user profiles, go to the Administration page and Platform tab. Open the General settings section and User mapping. Select the corresponding user in the drop-down list. 

Please note that the mapping is irreversible.

Create external or internal non-user contacts

For external contacts and internal contacts that are non-Deal users, here is the creation process:

Go to the Contacts page, click the Create button at the top right of the page, and fill out all the information.

• First name, Last name, and Company name are the three minimal mandatory fields that you need to fill out. 
  
• To create an internal contact (someone working at your company), toggle the My company button. Your company name (defined on the Administration page) will be automatically selected. Additionally, you can select a specific business unit. 
  Conversely to external contacts, internal contacts can only have one company/job filled.
   

Import contacts

See Import contacts.

Edit or delete contacts

To edit a contact, open the contact's profile, click the more options button at the top right of the page, and select Edit or Delete.

Add contacts to an opportunity

Adding contacts to an opportunity is useful to quickly identify the people you need to interact with to progress your opportunity. 

Go to the Contacts tab of the opportunity in which you want to add a contact and click Add.

Enter the name of the contact you wish to add to filter down the list of existing contacts. Then, either choose the existing contact in the list or create it by clicking Create contact.  

You can select the role of the contact for this opportunity and specify if they're a key contact. You can add more roles from the Administration page if you have a Business Admin role.

Add contacts to a company

Adding contacts to a company is useful to keep your contact database well-structured and organized.

Go to the Contacts tab of the company to which you want to add a contact and click Add.

Enter the name of the contact you wish to add to filter down the list of existing contacts. Then, either choose the existing contact in the list or create it by clicking Create contact.  

If you choose to add existing contacts, a pop-up will appear to give you the possibility to update the contacts' details before adding them to the company. Click Update to add the contact to the company.

Filter contacts

You can quickly find the contacts you're interested in by filtering them.

Click More filters, a filter panel will open on the right side of the page. Click Apply filters to apply your filter on the contact list and Clear all to remove the filter.

Export contacts

Exporting contacts can be useful for reporting purposes outside of the application.

Click Export at the top of the contact list. The Excel export will start automatically and will contain the contacts based on the filters applied. 

Detailed contact user rights