Contacts

A contact is a client: a person you quote and book for. Every quote and order belongs to a contact, so their page is the whole history of what they have rented from you.

Add a contact

1. Open Sales, Contacts and press New contact (or the + at the top, then Contact).
2. Type the First name and Last name, and their Email and Phone.
3. If the email or phone is Already in the CRM, the form says so. Open that contact instead of making a second one.
4. Press Create contact.

Most contacts are made by converting a lead. See Convert a lead.

What is on a contact

• Client summary at the top: how they decide, who signs off, how they like to be talked to. Read it before you call.
• Contact: name, phones, address, account, lead source and owner. Their address is measured from your warehouse, so you see the miles and drive time before you quote.
• Texts and emails: whether they may be texted or emailed. See Client consent.
• What they are worth: total revenue, orders, average order, paid, balance, the last year, and days since their last order. These are counted from their orders and cannot be typed.
• Tabs for their Orders, Quotes, Leads and Issues.

Good to know

• New quote on the Quotes tab starts a quote for this client. See Create a quote.
• Quote again beside one of their orders makes a new quote from that order as it went out, with the date left for the new event.
• Email and Text at the top write to them from their page, and the message is kept on their history.
• A client who asks for their data to be deleted: an admin opens More, Delete everything for this contact, and types their name. An order with payments or a signed quote stays on record, and then nothing is deleted.
• The numbers in What they are worth can be used in saved views and filters, for example clients worth over a set amount who have not ordered in a year.

If something goes wrong

• The client is in twice. Keep the one with the orders. Ask your admin to clean up the other.
• The miles say "Distance not worked out". The address was not picked from the suggestions, or your warehouse has no map location yet. Pick the address again, or press Work it out.