How to keep your contacts
up-to-date?

Enter your TeamLab portal and click the CRM link at the center.

In case you have already logged in to the portal and been using it for some time click the CRM link at the top of the page.

[Back to the Top]

Your customer database can include as many contacts as you wish whether your customers are big companies or single individuals.

By default, all the available companies and persons are displayed on the Contacts tab. To find a necessary contact make use of our filter at the top of the list.

Click the Add Filter button and select one of the options:

• Show list is used to display all companies or all persons only, or show the contacts with opportunities;

• Contact types is used to display the contacts of a certain type only. The default types are: cold, warm or hot;

• With tag is used to display the contacts with a specified tag only.

You can also enter a contact name, entirely or partially, in the Search field and press the Enter key to find the necessary one. To facilitate the search use the wildcards:

• use the question mark ? to perform the single-character wildcard search. For example, when you use the Sm?th query, it will return results for Smith and Smyth.
• use the asterisk * to perform the multiple-character wildcard search. For example, to search for all the words beginning with O, use the O* query
• use the tilde ~ at the end of the word to search for the words similar in spelling.

When the necessary contact is found click its title to open the contact information page.

[Back to the Top]

Adding an image for your contact - photos or company logo - makes it easier to recognize your contacts. To add/change a picture click the Change photo link below the image area. The Choose a profile photo window will open.

If you wish to upload a picture from PC click the Browse button, locate a desired picture stored on your hard disk drive and double-click it to load.

Note: you can upload an image not larger than 200x300 pixels, otherwise resizing will take place. The maximum image size cannot exceed 10 MB (100 MB if you make use of our additional services).

If you previously filled the social network user field in the contact profile the images from the social networks will be displayed in the Choose a profile photo window. Click the one you wish to use for a contact.

To remove a picture click the Change photo link and in the opened Choose a profile photo window select the default image.

[Back to the Top]

The problem that many companies face with customer database is the outdated and duplicated information. The improper and incorrect data might cause you to waste time and money.

To update the selected contact information click the Edit person/company link below the contact name on the contact detail page.

The Edit person/company page will open. Here you can:

• modify the available information
  The available data are: first name, last name, company name, position, email, phone, web site/social network, address, description.

• delete the unnecessary data
  Use the icon next to the unnecessary field to delete it.

• set the information priority
  Use the icon next to the field to mark it as primary. This information will be displayed in the general contact list.

• enter the additional information
  Click the corresponding icon or add the user fields to add some more information about your contact.

• restrict the access to the contact
  Check the Restrict access box and choose the users you wish to give the access to.

To save the changes you made click the Save Changes button.

[Back to the Top]

Arranging your contacts into groups will help you create marketing campaigns, track your contacts and simply facilitate the contact search process. In order to arrange your contacts you can divide them into types and add tags.

To tag your contact click the Add a tag link in the General Information section of the contact detail page. Select one of the available tags, if present or enter a tag you need and click the OK button to confirm it.

In the same way you can add as many tags as you wish.

To delete an unnecessary tag point to it and click the icon that appears to the right.

[Back to the Top]

If you need to remove an old customer from your system, check the box near his/her name on the Contacts tab and click the Delete button above the contact list.

Note: the Delete company/person action cannot be undone.

The selected contact with all the associated information will be removed from your system.

In the same way you can delete some unnecessary contacts at once.

[Back to the Top]