All About Contact Actions in Vincere
Performing CRM actions on Contacts in Vincere is straightforward and efficient. Here’s a detailed guide to help you navigate through various contact actions.
⭕ How to Perform Actions on Contacts?
Navigate to Contacts table view: From the main menu, click on the Contacts section.
Select the Contact:
Check the box next to the contact you wish to perform an action on.
Alternatively, you can perform an action on a contact from within the contact’s quick view or full profile.
Click on the links below ⬇️ to skip to the section you're interested in:
⭕ Contact Selection
Deselect All
Action: Deselects all ticked/selected contacts.
Steps:
Click the "Deselect All" option to clear all selected contacts.
Range Selection
Action: Allows you to select multiple contacts from the list.
Steps: Use the checkboxes to select a range of contacts.
📝 Note: You can select up to 300 records at once, but the default limit for sending emails is 100 users at a time.
⭕ Contact Actions
Add Comment
Action: Add a comment about a contact and link an activity or follow-up activity.
Steps: Select the contact > Click Add Comment
You can also link any relevant activity here.
Add Task
Action: Create and assign tasks related to the contact.
Steps: Select the contact > Click Add Task > Enter the task details and assign it.
Add Meeting
Action: Schedule meetings with the contact.
Steps: Select the contact > Click Add Meeting > Enter the meeting details and schedule it.
Job (New)
Action: Link a new job to the contact.
Steps: > Select the contact > Click Job (New) > Enter the job details and link it to the contact.
Action: Send an email to the contact.
Steps: Select the contact > Click Email > Compose and send the email.
You also have the option to bulk email to contact.
Move to New Company
Action: Transfer the contact to a different company.
Steps: Select the contact > Click Move to New Company > Select the new company and confirm the move.
Send Document
Action: Send documents to the contact.
Steps: Select the contact > Click Send Document > Attach and send the document.
⭕ Updates
Add to Hotlist
Action: Add the contact to a hotlist for quick access, you can also do this action in bulk.
Steps: Select the contact > Click Add to Hotlist > Fill the hot period day > Click on Save
📝 Note: To remove the contact from Hotlist, please make days equal 0 in the period day.
Link to Existing Candidate
Action: Link the contact to an existing candidate profile
Steps: Select the contact > Click Link to Existing Candidate > Choose the existing candidate profile
Link to New Candidate
Action: Link the contact to a new candidate profile.
Steps: Select the contact > Click Link to New Candidate > Create and link a new candidate profile.
Add to Distribution List(s)
Action: Add the contact to specific distribution lists, you can also do this action in bulk.
Steps: Select the contact > Click Add to Distribution List(s) > Choose the distribution list and add the contact.
Remove from Distribution List(s)
Action: Remove the contact from distribution lists, you can also do this action in bulk.
Steps: Select the contact > Click Remove from Distribution List(s) > Choose the distribution list and remove the contact.
Merge Contacts and Bulk Merge
Action: Merge duplicate contact records to keep the database clean.
Steps: Select the contacts > Click Merge Contacts > Follow the prompts to merge the selected contacts.
📝 Note:
Make sure that the selected Contacts are from the same companies.
But you can use the function "Move to new company" under Contact Actions. When Contacts are listed under the same company, you can merge the records.
Only 2 records maximum can be selected at a time in Merge Contacts action.
Update Status and Bulk Update
Action: Update the status of contacts individually or in bulk.
Steps: Select the contacts > Click Update Status > Choose the new status and apply it to the selected contacts.
Update Ownership and Bulk Update
Action: Change the ownership of contacts individually or in bulk.
Steps: Select the contacts > Click Update Ownership > Choose the new owner and apply it to the selected contacts.
Update Email Permission and Bulk Update
Action: Manage email permissions for contacts.
Steps: Select the contacts > Click Update Email Permission > Choose the new email permission settings and apply them to the selected contacts.
Delete
Action: Remove a contact from the database.
Steps: Select the contact > Click Delete > Confirm the deletion.
Bulk Tag Industries, Functional Expertise & Skills (for Contacts)
Action: Quickly update multiple contacts with new tags.
Steps:
Select the contacts.
Go to actions and click "Add Tags".
Select the tags you want to add to the contact(s) from the coding drop-downs.
Hit save and the new skills & tags will be added to the contact records in seconds.
💡PRO TIP: Utilize this feature from the advanced search view to identify contacts that meet your search criteria and bulk update their skills in just a few clicks.
😉 FAQs
Append Additional Tags: This feature will only append additional tags to contacts, it will not override existing tags.
Duplicate Tags: If a contact already has an industry tag (e.g., “Accounting”) and you try to bulk add the same industry, Vincere will not create a duplicate tag. The previous tag will remain.
Child Dropdown Selections: Sub-industry/sub-functional expertise child dropdown selections are dictated by the parent industry/functional expertise.
Skills Field: Skills is a free text field.
⭕ FastTrack360
Send to FastTrack360
Action: Send a contact’s details to FastTrack360 individually or in bulk.
Steps: Select the contact > Click Send to FastTrack360
Audit Log
Action: View the audit log of actions performed on a contact.
Steps: Select the contact > Click Audit Log
By following these steps, you can efficiently manage and update contact information, ensuring that your CRM remains organized and up-to-date.
Happy Recruitment #TheVinnyWay🤩