Adding Contacts

Just found a hot Contact? You can get them into Vincere with just a few clicks

Kieron avatar
Written by Kieron
Updated over a week ago

You can add contact in multiple ways in Vincere.

Quick Add Contacts

1. Click on the ‘Add’ (‘+’) button next to the search bar and then select ‘Contact’

2. Upload a file if relevant and then fill in your new Contacts details:

  • Company Name (acts as a search field to see if this company already exists in your system - if not, a new Company will be created too).

  • Personal Details

  • Work Address (You can choose from the existing Work Addresses, or add a new Work Address if needed)

  • Job Title

  • Primary email and phone number

3. Next, you can start to tag your new Contact correctly. Easily add in any relevant Industries, Functional Expertise and Sub-functional Expertise

🔥 PRO TIP: These are all fully configurable by your Vincere Super Users.

4. Add in LinkedIn & Xing profiles

5. Any notes

6. By default, the creator will be the Contact Owner however you can easily tag your colleagues

7. Once you’re happy, hit ‘Save’ (to add the Contact to your database) or ‘Save and View’ (to add the Contact to your database and go to their full contact record).

Add Contacts through Velocity

After installing and connecting your Velocity account into Vincere, you can add contacts by following the steps below:

  1. Go to LinkedIn and open the Contact profile

  2. Click on the Add to Vincere button next to the LinkedIn profile's name

  3. This will open the Velocity window on the right side panel of the page

  4. Click on the Contact tab

  5. Fill in the information and click Create new contact

  6. Click the View in Vincere link to open the new contact profile in Vincere

Quick Add Job

When adding Jobs, you will also have the option to create a new contact in the process by following the steps below:

  1. Click on the quick add button and select Job

  2. Click on the + icon to add a new contact

  3. This will open a new window where you can fill in the fields to create a new contact

  4. Click Save

  5. This contact will already be created in the company

For more information on how to add jobs, please click here

Create contacts Inside the company profile

  1. Open a Company profile

  2. Click on the Contacts tab

  3. Click on the + icon on the right

  4. Add the First name, Last name, Primary email and click Save to create a quick contact or click Expand to Quick Add Contact to enter more details before saving

Create contacts Inside the company Quick View

  1. In the company table view, click on the quick view button

  2. Click on the Contacts Tab

  3. Click the + icon on the right

  4. Add the First name, Last name, Primary email and click Save to create a quick contact or click Expand to Quick Add Contact to enter more details before saving

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