What is the purpose of the View Contacts feature?

This feature provides a centralized repository for managing contact information associated with accounts and leads within the platform. It helps maintain an organized database of individuals for efficient sales and co-selling initiatives.

Who can use the View Contacts feature?

UPM administrators and channel partners can use this feature to view, search, and filter contact data, enabling targeted communication and streamlined sales processes.

How can I access the Contacts list?

To access the Contacts list, navigate to Sell > Leads > Contacts within the module.

How can I customize the Contacts list display?

You can customize the list by clicking 'Create View' and configuring the filter and display settings. This allows you to add or remove fields and columns, then save the custom configuration.

What actions can I perform with contacts in the platform?

You can view, search, filter, customize the display of contact data, import/export contacts, and send emails directly from the platform.

View and Manage Contacts in Prospect Module

Overview

Effective contact management is crucial for successful partner sales and co-selling initiatives. This module allows administrators to maintain an organized database of all individuals associated with prospects, accounts, and deals. By centralizing contact information, the platform ensures that partners and vendor representatives have access to the most current details, enabling targeted communication and streamlined sales processes.

Key Features

Contact List View
Search & Filter Contacts
Customizable List Columns
Import & Export Contacts
Send Email Functionality
Create Custom Views

Accessing and Viewing Contacts

Click Sell → Leads → Contacts.

Managing Contacts and Custom Views

Contacts list view with Create View button highlighted

Click Create View.

Customizing the Contact List Display

This Filter configuration dialog allows administrators to customize the display and filtering options for list views within the UPM, such as the Contacts list. It enables users to define which data fields are visible as filter criteria and which columns are displayed in the main table, tailoring the view to specific analytical or operational needs. By selecting relevant fields and columns, users can create personalized views that streamline data analysis and improve efficiency when managing entities like leads or contacts. The ability to save these configurations ensures that frequently used views can be quickly reapplied.

Configure the filter and display settings by adding or removing fields and columns, then save the configuration.

Buttons

Button	Description
Add	Adds the selected field from the 'Add Additional Fields for Filter' dropdown to the filter criteria.
Save Filter	Saves the current filter and display configuration under the specified name.

Fields

Field	Description
Select	A dropdown to select additional fields that can be used for filtering the list view.
Insert Filter Configuration Name	An input field to enter a name for the current filter and display configuration, allowing it to be saved and reused.
Assigned To	A column representing the user or partner to whom the entity is assigned, currently selected to be displayed in the list view.

Frequently asked questions

What is the purpose of the View Contacts feature?: This feature provides a centralized repository for managing contact information associated with accounts and leads within the platform. It helps maintain an organized database of individuals for efficient sales and co-selling initiatives.
Who can use the View Contacts feature?: UPM administrators and channel partners can use this feature to view, search, and filter contact data, enabling targeted communication and streamlined sales processes.
How can I access the Contacts list?: To access the Contacts list, navigate to Sell > Leads > Contacts within the module.
How can I customize the Contacts list display?: You can customize the list by clicking 'Create View' and configuring the filter and display settings. This allows you to add or remove fields and columns, then save the custom configuration.
What actions can I perform with contacts in the platform?: You can view, search, filter, customize the display of contact data, import/export contacts, and send emails directly from the platform.