What This SimplySync Tool Does
Creating and managing contacts in SimplySync helps you keep customer information organized and up to date. This guide explains what contact records are used for and walks through how to create a new contact, edit an existing contact, and delete a contact when it is no longer needed. It also answers common questions to help you manage contact records with confidence.
Why It Matters
Keeping your contact information visible, organized, and easy to follow helps your team manage customer relationships efficiently and avoid confusion. It ensures that everyone on your team has access to accurate and up-to-date data, which is essential for maintaining good communication and customer satisfaction.
When to Use It
Use this guide when you need to add a new contact, update an existing one, or remove a contact that is no longer relevant to your business. It's especially useful when onboarding new customers or managing a growing contact list.
Before You Begin
- Confirm that your account permissions include the ability to manage contacts.
Step-by-Step Instructions
- Navigate to Contacts > Smart Lists from the left-side menu.
- Click + Add Contact.
- Enter the contact's details, such as:
- First name
- Last name
- Email address
- Phone number
- Additional available fields as needed
- Manage which fields appear when adding a new contact by clicking on the Customise Form button.
- Review the information for accuracy.
- Click Save to create the contact.
- Navigate to Contacts > Smart Lists again.
- Search for or select the contact you want to update.
- Click on the Contact Name to open the contact record.
- Edit the necessary contact details.
- Save your changes.
- Navigate to Contacts > Smart Lists once more.
- Select the contact you would like to delete using the checkbox to the left of the name. Then click the Delete button.
- Confirm the action by typing DELETE in the popup window. Then click the Delete button.
Important Settings
- Review account permissions before changing shared settings.
Helpful Tips
- Use fictional test data while learning the workflow.
Common Mistakes
- Skipping the final review before saving a change.
- Testing with real customer data instead of safe demonstration data.
Troubleshooting
Contact SimplySync Support if the expected option is missing.
