Difference between Person and Company
Salestrekker offers the option to organize your contacts by Person and Company profiles.
For each contact type, there is a separate list in which you can filter, edit, label, and add new or remove existing contacts.
Add Contact
Person
To access your person contacts, simply navigate to the left sidebar and click on the Contacts icon. From there, choose the Person option.
On the top-right corner, you will find the Add New button. When you click that button, select Person from the drop-down menu to enter the contact details and create a new contact.
Company
This time, from the Contacts icon on left sidebar, select Company.
To add a new company contact, simply click on the Add New button in the top right hand corner and select Company from the drop down menu.
Contact Actions
Edit Contact
Edit Contact Ownership
Add/Remove Labels
Add Task
Archive Contact
If you need to make changes to a contact, such as adding or removing labels, editing the ownership, creating a task that will be linked to the contact, or even deleting the contact, all those actions will be located in the small 'Actions' submenu next to the contact.
You can access the menu by clicking on the circle with three dots icon located on the right end of each contact tile.
Same steps apply for both Person and Company contacts.
Contact Filters
Add New Filter
If you need to list only specific contacts, you can use the contact Filter option.
Choosing the 'Add new filter' you will create a brand new filter to apply to the contact list.
If you need to be specific in your criteria, the best way to proceed is using the 'Matches All Conditions' subsection. This will ensure that the Contacts displayed have met all the conditions set by you.
If you are unsure which filter conditions to use or would like to include contacts whose information does not meet all criteria, the 'Matches Any Conditions' subsection is an ideal option.
In 'Matches all conditions' section, ALL of the selected conditions must be met for the filter to work.
In 'Matches any conditions' section, any of the selected conditions can be met.
You can utilize both subsections at the same time and the setup is entirely based on your requirements for what you want to achieve.
Using Saved Filters
Once you create and apply a filter, it will be saved in the 'Filters' section which can be located in the top left corner when viewing both the Person and Company lists on the Contacts tab.
To use an existing filter, simply click the desired option from the 'Filters' list.
To remove an active filter, click on the small X that is part of the filter label, located at the top header.
View Archived Contacts
Clicking the crossed eye icon, you will access your archived contact list.
To go back to the active contact list, simply click the eye icon.