maaiiconnect lets you store and find information about people inside and outside your organization, such as names, email addresses, and phone numbers.

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External Contacts Management vs Contacts

These two are just the same in terms of managing people outside your organization.

For bulk upload/download or edit or delete of contact, we recommended taking these actions under External Contact Management.

For quick add, search, edit, or remove of contact through Contacts is the best way to handle this.

You can view your contacts by category (e.g., External Contacts, Staff Contacts, and coming soon by different CRM integrations) and keep their information up-to-date

Staff Contact List

Displays details of the Staff such as:

  • Profile Image
  • Staff Name
  • Extension Number
  • Availability Status

Click the Staff Name or Avatar of a Staff, it will display more information such as:

  • Profile Image
  • Availability Status
  • Staff Name
  • Email
  • Role
  • Job Title
  • Time Zone
  • Extension Number

External Contact List

Add, search, edit and remove contact like First Name, Last Name, Phone Number, Email and other customer details.

Creating New External Contacts

To create an External Contact:

a. Go to Contacts then click on Add Contact
b. On Create New Contact that will be displayed, on the Type dropdown list, select any of the following values:

  • i. Lead (default selection)
  • ii. Prospect
  • iii. Customer
  • iv. Other

c. On the Level dropdown list, select any of the following values:

  • i. Primary (default selection)
  • ii. Secondary
  • iii. Tertiary

d. Fill out or select the appropriate values for the following fields:

  • i. First Name
  • ii. Last Name
  • iii. Country Code
  • iv. Mobile number
  • v. Email address

Select the radio button Save and create new to save the entered details and create a new Contact without leaving the screen.

To view and fill out additional Contact details, click on More Details

The window will display the following:

  • i. Personal Information

    • First Name
    • Last Name*
    • TypeLeadLevelCompany
    • Job Title
    • Department
    • Birth Date (in MM/DD/YYYY format)
    • Language (select from the dropdown list)
    • English
    • Italian
    • Thai
    • Simplified Chinese
    • Traditional Chinese
    • Group
  • ii. Contact Number

    • Mobile
    • Work
    • Home
    • Other
  • iii. Contact Email

    • Email
    • Other Email
  • iv. Contact Address

    • Street
    • City
    • State
    • ZIP code
    • Country
  • v. Social Media

    • Facebook
    • WhatsApp
    • WeChat
    • Twitter
    • LinkedIn

Once its saved, newly created contact added to the Contact list.

Searching External Contacts

To search for a customer contact, click on the search icon and enter the first name or last name of the customer contact.
Customer contact(s) match to your search will show in the contact list

External Contact Details

Refer to the External Contact Management section of this Guide for the following:

  • View Contact Details
    • Contact Profile
    • Activity
    • Contact Sharing
    • Change Log
  • Edit Contact Details
  • Sharing Contact
  • Transfer Ownership
  • Delete Contacts

Updated about a month ago


Contacts


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