3.1. Contact management
Allows users to search and track customer information stored on the system. Users can create contacts manually or upload via excel file quickly.
Last updated
Allows users to search and track customer information stored on the system. Users can create contacts manually or upload via excel file quickly.
Last updated
Name, phone, email: filter based on one of the fields name, email, phone number
Company: filter contacts by business information field
Position: filter contact by position information field
Priority: filter by rating (number of stars represents high rating - vip)
Account manager: filter contacts by an account manager (i.e. agent on the system)
Created date: filter by contact creation time
Last updated date: filter by contact updating time
Customer list: filter contacts by customer list (the customer list is in the campaign inventory). This filter field is typically used for customers in a campaign's contact list
Add a contact: manual creation of new contact
Export data: export excel data file to device
Upload contact: Upload contacts in bulk to the system by the excel file. Refer to the steps to upload contacts in the section How to upload contacts
Name: the name of the contact
Phone number: the phone number of the contact
Position: the position of the contact
Company: the company information of the corresponding contact
Priority: the contact's rating (the number of stars represents a high rating - vip)
Account manager: the account which the agent manages contacts
Created date: time to create the contact
Last updated date: the last time the contact was updated
Action:
Gọi: call out to the respective contact via hotline
SMS: send SMS to the respective contact. Note: customers who want to use this feature need to notify salesman to integrate the business's Brand name sale that has been registered with the telecommunication providers into the system.
Delete: Delete the respective contact
Users click on “Add a contact” in the contact management interface to create a new contact manually:
Depending on the information fields that have been configured in the contact field configuration (see more in the contact field configuration), the admin fills in the corresponding information and clicks on the “Add to contact” icon (the icon will light up when all required information is filled) to create.
The Contact Upload feature checks for data duplication including options for importing file uploads, allowing users to configure how to overwrite existing contacts with existing information when uploading.
Contact Interface => Click Upload contacts. Optional popup appears as shown
At "Option to import file upload" choose upload type
Create a new contact including existing duplicate contacts: Allows uploading of new contacts and contacts with existing data
Create a new contact that does not include existing duplicate contacts: Upload new contacts and don't upload duplicate contacts
Create new and update existing duplicate contacts (do not overwrite data): Upload a new contact, update the blank information and do not overwrite the existing data with the contact with the same data selected
Create new and update existing duplicate contacts (overwrite data): Upload a new contact, update the empty information, and overwrite the first record with the contact with the same selected data
Update existing duplicate contacts only (do not overwrite data): Do not add new contacts that do not exist, only update information that is empty and do not overwrite existing data with the same contact selected data
Update existing duplicate contacts only (overwrite data): Don't add new contacts that don't exist yet, just update the blank information and overwrite the first record with the same selected contact
StringeeX allows users to upload contacts to the manager (supervisor) in the group. When uploading, users click "Select group to assign contacts to account manager"
Set the required fields and press the Upload button to upload the list, the user can download the template in step 2 as shown. The information fields are needed to format the text. The phone number field should contain the country code, for example 84xxxxxxxxx
Notification of upload results and email of list upload results (if any). The results include a file containing the contact's error code in the uploaded file (if any). Users can customize the email to receive this notification.
The Merge Contacts feature allows users to consolidate source contacts into a single destination contact, helping eliminate redundant data and manage contacts more efficiently. After merging, the source contacts will be deleted, and all interaction data will be transferred to the destination contact.
In this step, the user searches for and selects the contacts to be merged by checking the trigger box in front of the contact as shown in the image. After selecting the contacts, press "Merge contacts."
After selecting "Merge contacts," a merge contacts popup will appear for confirmation or to modify and update additional information, as shown in the image.
After confirming the information, select "Next step" to choose the final destination contact to be retained.
In this step, select the destination contact (the final contact that will retain the information of the contacts to be merged). The user clicks to select the destination contact to be retained and presses "Merge contacts" to complete the merging process.
Note: Immediately after merging the contacts, the system will:
Transfer all records and notes from the source contacts to the destination contact
Merge the fields of the source contacts into the destination contact
The source contacts will be deleted after the merging process is completed
StringeeX supports advanced features Account manager configuration, supports new employees to manage contacts and tickets of old employees through the Contact interface.
After clicking Account manager configuration, the admin can select the options as shown below:
Replace: This function will perform the replacement of the account manager in all contacts to another account manager. It also changes the field assigned to the new agent with the ticket of the corresponding contact
Delete: This function will delete the account manager in all the contacts belong to this account manager
Delete All: This function will perform delete all account managers in all contacts
