How to add Contacts in Vincere? 🤩
Here are multiple ways to add contacts in Vincere ⏬
⭕ Quick Add Contacts
Click on the ‘Add (+)' button next to the search bar and select ‘Contact’.
Upload a file if relevant, then fill in the new Contact's details:
Company Name - serves as a search field to check if the company exists in your system; if not, a new Company will be created.
Personal Details
Work Address - Choose from existing addresses or add a new one if needed.
Job Title
Primary email and phone number
Tag your new Contact correctly by adding relevant Industries, Functional Expertise, and Sub-functional Expertise.
Add LinkedIn & Xing profiles.
Include any notes.
By default, the creator is the Contact Owner, but you can easily tag your colleagues.
Once done, click ‘Save’ to add the Contact to your database, or ‘Save and View’ to add the Contact and view their full contact record.
💡 PRO TIP: These categories are fully configurable by your Vincere Super Users.
⭕ Add Contacts through Velocity
After installing and connecting your Velocity account to Vincere, you can add contacts by following the steps below:
Go to LinkedIn and open the Contact profile
Click on the Add to Vincere button next to the LinkedIn profile's name
This will open the Velocity window on the right-side panel of the page
Click on the Contact tab.
Fill in the information and click Create new contact
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:
Click on the quick add button and select Job.
Click on the + icon to add a new contact.
This will open a new window where you can fill in the fields to create a new contact
Click Save
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
Open a Company profile
Click on the Contacts tab
Click on the + icon on the right
Add the First name, Last name, and Primary email, and click Save to create a quick contact
click Expand to Quick Add Contact to enter more details before saving.
⭕ Create contacts Inside the company Quick View
In the company table view, click on the quick view button
Click on the Contacts Tab
Click the + icon on the right
Add the First name, Last name, and Primary email and click Save to create a quick contact, or click Expand to Quick Add Contact to enter more details before saving.
Happy Recruitment #TheVinnyWay🤩