You can have three types of contacts in your list: clients, collaborators, other contacts.
A. Create a contact file
1. Go to the side menu, CRM section.
2. Choose from the menu the subsection according to the type of contact: Customers, partners, etc.
3. Click on the ''Add customer'' button in the upper left corner of the section:
4. Fill in your contact information.
5. You can add the client's interests so you can search for a property that fits the client.
6. After adding the Interests click on save and you will be able to add the important zones, you can add more than one zone, remember to check save.
If you want to select a new zone and not the current one, you must delete the current one by clicking on the trash can and then add a new one in this way:
7. If you are interested in selling your product, you can also include it in the properties section.
B. Link two contacts
You can link them if they are related to each other. For example associate a contact with another company file.
1. From your contact card > edit (top right corner)
2. Click in the '' organization'' > type the name and select it from the drop-down list.
*Your name will only appear in the drop-down list if the contact is created in Witei.
You will also see this association in the other contact tab.
After including it, you will be able to see it in its file by clicking on "Information".
C. Linking a contact to a property
You can link a contact with a property by following these steps:
1. Once the contact is created, go to my properties, enter the property you want to place it as Owner.
2. Click on Edit > Private data > Owner.
3. In the owner section write the name of the contact and select it from the list that appears in the drop-down list.
D. Who receives the contact requests?
These contacts will arrive via smart inbox and their contact details will be automatically created in Witei. If you have assigned a coordinator, all new contact requests will be sent to him/her and he/she will have to resign them afterwards:
If there is not, the customers associated with each assigned salesperson will arrive.
Remember that if the customer already exists in Witei, it will continue to be assigned to the same salesperson and will not change with each product he/she asks about.
E. Deleting contacts
It is recommended not to permanently delete a contact. It is better to mark it as lost. This way, you will always be able to recover it.
How do you mark it as lost?
1. Go to the customer's file.
2. At the top right, click on "edit".
3. In the contact form click on the 3 vertical dots and change the status.
How do you delete it?
1. Select the contact from the list of customers.
2. Select an action.
3.In this case: "Delete permanently".
4.Apply.
You can also delete it from the customer's own file, at the top right next to "Edit" by clicking on the inverted triangle:
F. Bulk edit contacts:
You can change one or several data of the customers you choose without having to do it card by card.
1. From the customer section > select them.
2. Select an action > bulk edit > Apply.
3. Change the form data and save the changes made.
G. Block contacts
You can block a contact from their contact page. If you block them you will not receive their emails, chats or messages.
1. You must go to CRM > enter the contact > Top in Edit: Block contact.
2. You can Deactivate an email by doing so the contact will not receive emails sent from campaigns or chats.
Once the contact has been blocked, we recommend not to delete them. By deleting it, Witei will no longer know that it is blocked, you can set it as inactive and it will no longer be visible.
Contact emails can be made inactive by the following options:
Any error in sending an email to an email address.
The recipient's mailbox is full.
That it is marked as spam by your email provider, among other errors.
There are many reasons and in any of them, Witei will preventively inactivate it to avoid generating new errors.
H. Add documents to your contacts
You can add documents related to your contacts from each of them. Go down to the bottom of the tab and you will see a section where you can add them from a folder on your computer or simply drag the documents to the square where it indicates it. Remember that you can upload a maximum of 10 documents per contact.
I. Saving a default filter in the contact list
Now by default all contacts appear in the list regardless of their status. If you want to save a search so that "active" contacts appear by default, for example, you must apply the filter: status > is > active. Save the search and then in the left submenu indicate in settings that it is visible only to you by clicking on "only me" and clicking on the little star to set it.
If you have any questions, don't hesitate to contact us via chat!