3. Adding & Editing Contacts

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A Contact on LeafLink is an individual typically associated with a Customer. Here's an example: 

  • A Customer (The Leaf Shop) may have three Contacts associated with their account:
    • Purchasing Manager
    • Budtender 1
    • Budtender 2

By adding Contacts to a Customer, you will be able to associate customer Activity with specific Contacts. For example, if you call the Purchasing Manager at The Leaf Shop, you will be able to track a phone Activity record for The Leaf Shop and link it to that Contact. Over time, this will help you identify which points-of-contact are most important to your business relationship.

Unlike Customers, Contacts are not automatically generated by activity on LeafLink and must be added manually.

How to Add Contacts

Click Customers in the LeafLink navigation panel. Then, click the Contacts tab at the top of the screen. Then, follow these steps:

  1. Click the Add Contact button on the right-hand side of the page. This will take you to the Add a Contact page.
  2. Fill out the relevant fields. You must enter a first name at a minimum, but we recommend completing as many fields as possible.
    • While creating the Contact, you can associate it with a Customer by typing the Customer name into the Contact’s Companies field.
  3. Click Save Changes. The Contact will now appear both in the Contacts tab as well as on the Customer Overview of the associated Customer.

How to Edit Contacts

Click Customers in the LeafLink navigation panel. Then, click the Contacts tab at the top of the screen. Then, follow these steps:

  1. Find the Contact you’d like to edit. Click on the blue edit icon to the right of the Contact.
  2. On the Edit Contact page, make your changes to the Contact.
  3. Click Save Changes.
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