Create a Contact Manually

In WebLink, Contacts are moments of interaction: an onsite visit, an email, a phone call, etc. By recording Contacts every time you interact with a member, WebLink will be a more accurate representation of your relationship and history with that member.

As mentioned in the Sales and Contacts Overview, Contacts can be created in a number of ways:

  • Manually on a Profile Record
  • In bulk from the Communicator
  • At the completion of a Task
  • Dynamically from an outside email tool with CopyMe

Follow these steps to manually create a Contact Record on a Profile:

  1. Go to Contacts > Create New Contact, or go to the Contacts tab of the Profile you want to manage and right-click and select New Contact. The Contacts Insert window will open.
  2. Select the Contact Type to document what type of interaction it was (Note: these Contact Types can be modified. Click here to learn more).
  3. Identify who you met with in the Communicated With: drop-down menu.
  4. Name the Contact in the Subject field.
  5. Describe the Contact in the Description field.

    Optional: If there should be a follow-up activity scheduled, click the Create Task checkbox to generate a new Task.

  6. Click Save.

 

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This feature is included or available for purchase with the following WebLink Connect packages.

 

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