Click on the link ⏬ to skip to the section you're interested in:

  1. Details

  2. Custom Fields

  3. Activities

  4. Emails

  5. SMS

  6. Files

  7. T-Sheets

  8. Pay & Bill

  9. Actions

Additional information:

  • Linking a contact to a candidate (Click HERE)

🔥 PRO TIP: Edit what you would like to see under your contact be selecting the edit menu button:

1. Details

Here is where you can find an overview of all the important details of the Contact.

In the middle are key details, including the company name, location, company owner, Email, phone number, number of jobs and last activity date.

In the lower right is the contact brief which your consultants can edit.

The lower left has the contact stage and any distribution lists the contact is involved with- this is the CRM stage that this contact is at. To move a contact through the CRM, you can just click on the stage they are at. The CRM is a manual pipeline - you can configure what each stage means by following the steps HERE.

The upper right has any social media linked with the contact, and the brands the contact is associated with in your system. Lastly it contains information about any Floated LiveList’s you have sent to this contact, allowing you to view and configure them. Want to know more about the Livelist™ - click HERE.

Within the details tab you can see:

  • Work Information: This includes job title, location, job level, department (read all about these HERE), and tagging.

  • Contact Information: Including phone, email, and social contact details

  • Personal Information: Important personal details including name, lead source (important for analytics!), and contact owner

  • Company Contacts: This is a list of all the contacts at this company

  • Email Permission: For the all important GDPR - whether or not this contact is happy to be contacted

  • Groups: The brands and branches associated with the contact

🔥 PRO TIP: You can quickly go to the company page associated with this contact by clicking the button next to the company description in details:

2. Custom Fields

Here you will see any fields that you have configured. See how to do that HERE.

3. Activities

Want to see what's been happening with this contact? Take a look here, you will see all meetings, comments, and actions related to this contact, and see exactly which consultant in your business did the action and when.

4. Emails

As long as your email account is connected (see HERE for information on how to do this) any email correspondence you have had with the contact will show in this tab, including the sent date, time, content of the email, attachments, and which consultant sent the email.

5. SMS

This section will involve any SMS correspondence between your company and the contact. If you’re interested in utilizing our SMS feature see the help center on how to set up a Twilio account (Twillio is a third party app and requires a separate subscription). For more information on Twilio click HERE

6. Files

This is where you can find and upload documentation related to your contact. To add a new document, just click on the upload button.

7. T-Sheets

In this tab you can quickly see all associated timesheets for placements made that relate to this contact (provide you have Pay & Bill). You can quickly see which ones are submitted, rejected and approved, the candidate name, job, date range, and can even view the full timesheet too.

8. Pay & Bill

This is where you can find all the invoices related to the contact.

9. Actions

To perform actions on Contacts, first click into Contacts from your main menu check the box next to the contact you wish to perform an action on:

When you select a contact, these actions appear on the right hand side of your screen:

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