Creating contacts and companies

Creating a contact

• Login to your support portal

• Click on the New dropdown and select New Contact

• Fill in all the details of the contact in the contact form. The requirements for creating a new contact are listed below:

• The default fields would hold a default value which will be auto-assigned to a contact if no changes are made to it manually.

• Type in the contact's address, contact, social IDs, timezone, language, and other background information.

• If you are on the Premium or above plan, this feature can be used by clicking on the ticket icon against the associated company (multiple companies can be associated)

• Once you are done, click Save.

• A profile for the contact is now successfully added. Similarly, add as many contacts as needed.

• Once saved, the contact will receive a user activation email with a link to verify their contact and log into your customer portal.

Creating a company

• Login to your support portal.

• Click on the New dropdown and select New Company

• Fill in the company name (mandatory), description about the company (optional), notes associated with the company if any, and domain names for the company (optional).

• Multiple domains can be added for the same company by separating them using commas. 

• For accounts that are on the Premium plan, in order to help you store extensive details of a company, four additional default fields have been introduced:

Health Score - an editable dropdown of three choices: happy, doing okay, at risk. Based on the ongoing relationship, one of these values can be associated with a company.

Account Tier - an editable dropdown of three choices: basic, premium, and enterprise. You can categorize the companies based on what tier they come under, according to your business.

Renewal Date - a date field that can be used to contain the necessary contract or renewal date for that company. 

Industry - an editable dropdown of standard industry choices that you can associate a company with.