Manage your contacts

Contacts enables users to efficiently organize and maintain relationships within their account personas, promoting effective communication and collaboration. Devinstock simplifies the management of contacts within accounts, offering flexibility for both professional and individual clients.

1. Establishing an account contact

To create an individual account contact, please follow these steps:

• Navigate to CRM/Accounts and create a new account.
• Disable the "Professional" option.

• Provide the required information, including your full name. Then scroll to input your email address and telephone details.

• Save the account, and then visit its page to access and manage the newly created individual contact.

2. Modify the contact information

You can edit the contact by clicking on the three dots.

Within the pop-up form, you can update the essential details including the contact photo or avatar, name, email, phone number, and job title. Once completed, proceed to save the new contact:

3. Listing Contacts

To access the list of all contacts within your account database, simply navigate to the CRM/Contacts section. Here, you will find a centralized repository containing detailed information about each contact associated with your account.

4. Searching Contacts

For quick and efficient retrieval of specific contact information, you can easily search for contacts within the account by typing a name, email address, or any other relevant keyword into the search bar.

5. Initiate a new contact

Additionally, you have the option to create a new account directly from the contacts page. Simply navigate to "CRM -> contacts," click on "New Contact," navigate to the contact form, and add the relevant information. You can also attach the contact to an existing account by clicking on "Add New Account" and searching for it (optional).

This concludes our comprehensive tutorial on the step-by-step process of creating and editing your list of contacts within Devinstock. Now that you have learned the essential techniques and functionalities of managing your accounts and contacts effectively, you are well-equipped to optimize your experience on the platform.